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Abigail Anne Peterson

Morgan Stanley

Bellevue, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-26
WA RA APPROVED 2019-09-26
  • TX RA
    APPROVED
    Since 2021-08-26
  • WA RA
    APPROVED
    Since 2019-09-26

Branch Locations

500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bellevue WA 06/2019 Present
Gateway Industrial Properties Costa Mesa CA 01/2019 05/2019
Harvey & Company, Llc Newport Beach CA 09/2018 11/2018
Symetra Financial Bellevue WA 05/2018 08/2018
Symetra Financial Bellevue WA 05/2017 08/2017
Dyln Inspired Irvine CA 01/2017 05/2017
Chapman University Orange CA 08/2016 12/2016
Chapman University Orange CA 08/2017 05/2018
Chapman University Orange CA 11/2018 01/2019
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 06/2019 → Present
    Morgan Stanley
    Bellevue, WA
  • 01/2019 → 05/2019
    Gateway Industrial Properties
    Costa Mesa, CA
  • 09/2018 → 11/2018
    Harvey & Company, Llc
    Newport Beach, CA
  • 05/2018 → 08/2018
    Symetra Financial
    Bellevue, WA
  • 05/2017 → 08/2017
    Symetra Financial
    Bellevue, WA
  • 01/2017 → 05/2017
    Dyln Inspired
    Irvine, CA
  • 08/2016 → 12/2016
    Chapman University
    Orange, CA
  • 08/2017 → 05/2018
    Chapman University
    Orange, CA
  • 11/2018 → 01/2019
    Chapman University
    Orange, CA
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-26
  • S66 Uniform Combined State Law Examination
    2019-09-26
Other Names
  • Abigail Peterson

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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