Kevin R Petersen

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

• 10/2019 → 07/2021
  Edward Jones
  St Louis, MO
• 11/2018 → 10/2019
  Unemployed
  N/A, CA
• 01/2017 → 07/2018
  Cheesecake Factory
  Redondo Beach, CA
• 06/2014 → 12/2016
  Outback Steakhouse
  Torrance, CA
• 07/2018 → 10/2018
  American Income Insurance
  Lakewood, CA
• 09/2021 → Present
  Morgan Stanley
  Torrance, CA

Previous Registrations

• 2019-12-16 → 2021-06-29
  Edward Jones
  Torrance, CA
  St Louis, MO
  Redondo Beach, CA
  Tempe, AZ

Other Businesses

I am the sole owner of a single unit home in Redondo Beach that I am currently using as a rental property. 221 Avenue C. Redondo Beach Ca. 90277 Start of rental period: 03/2020 *457967 - Rental Property; Investment related: Yes; Redondo Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2019-12-14

Other Names

• Kevin Petersen