Tahoe K Peck

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2018
  Axa Advisors Llc
  New York, NY
• 01/2019 → 08/2019
  Unemployed
  Wyckoff, NJ
• 09/2019 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2014-04-29 → 2019-01-08
  Equitable Advisors, Llc
  Jersey City, NJ
• 2006-01-06 → 2009-07-10
  Bofa Advisors, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-22
• S63 Uniform Securities Agent State Law Examination
  2005-07-21

Other Names

• Joah Peck
• Joah Knowles Peck
• Tahoe Knowles Peck
• Tahoe Peck