Careyann Peterson Thomas

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

• 02/2015 → Present
  Morgan Stanley
  Dallas, TX
• 03/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-12-10 → 2015-01-30
  Bok Financial Securities, Inc.
  Richardson, TX
• 2011-04-04 → 2012-11-12
  Snider Advisors
  Irving, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-15
• S65 Uniform Investment Adviser Law Examination
  2011-04-01

Other Names

• Careyann R Peterson
• Careyann Rebecca Peterson