Peter S Garfield

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

• 08/2018 → 05/2019
  Massmutual Life Insurance Company
  Scottsdale, AZ
• 05/2019 → 08/2020
  Mml Investor Services, Llc
  Scottsdale, AZ
• 05/2018 → 08/2018
  Unemployed
  Los Angeles, CA
• 01/2018 → 05/2018
  Tacomano Mexican Restaurant
  Durham, NH
• 09/2014 → 05/2018
  University Of New Hampshire
  Durham, NH
• 06/2017 → 08/2017
  Cataina Island Camps
  Altadena, CA
• 09/2015 → 12/2016
  Pita Pit Restaurant Company
  Durham, NH
• 08/2020 → 10/2025
  Fidelity Investments
  Merrimack, NH
• 03/2025 → 10/2025
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Morgan Stanley
  Los Angeles, CA

Previous Registrations

• 2025-03-31 → 2025-11-07
  Strategic Advisers Llc
  Burbank, CA
  Los Angeles, CA
  Los Angeles, CA
  Boston, MA
• 2020-12-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-02-06 → 2020-07-22
  Mml Investors Services, Llc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-11-19

Other Names

• Peter Garfield
• Peter Saunders Garfield