Peter Chili Shieh

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

• 05/2007 → 02/2023
  Citigroup Global Markets Inc.
  Rowland Heights, CA
• 02/2023 → Present
  Morgan Stanley
  Irvine, CA
• 03/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-05-29 → 2023-02-22
  Citigroup Global Markets Inc.
  San Jose, CA
  Monrovia, CA
  Pasadena, CA
  Fountain Valley, CA
  San Antonio, TX
  Monrovia, CA
  San Francisco, CA
  Diamond Bar, CA
  Rowland Heights, CA
  Fresno, CA
• 2004-01-30 → 2007-05-29
  Citicorp Investment Services
  Rowland Heights, CA
  Rowland Heights, CA
  Long Island City, NY
• 2006-07-10 → 2006-08-09
  Wells Fargo Investments, Llc
  Walnut, CA
• 1998-11-19 → 2004-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA

Other Businesses

*546729 - Norwalk; Investment related Yes; Norwalk, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2019 ; During business hours: 0; After business hours: 0; Property Management. *546731 - Dana Point; Investment related Yes; Dana Point, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022 ; During business hours: 0; After business hours: 1; Property Management. *571910 - Rental Property; Investment related: Yes; Irvine, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 0.5; Property Management *578640 - Starbucks; Investment Related: Yes; Taylor, Texas; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 0.5; Property Management *582194 - Mooq LLC; Investment related: Yes; Irvine, California; Real Estate, Rental Property; Members of the LLC (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Property Management *584002 - Rental Property; Investment related: Yes; Big Bear Lake, California; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 1; Property Management. *610014 - 5630 Fair Avenue; Investment Related - Yes; North Hollywood, California; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 2; Property Management. *611318 - QP3 Hollywood, LLC; Investment related: Yes; Irvine, California; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 2; Property Management

Exams

• S66 Uniform Combined State Law Examination
  1998-10-15

Designations

• Certified Financial Planner

Other Names

• Peter C Shieh