Peter Jason Demarco

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2020-10-02
TX	RA	APPROVED_RES	2020-10-01

NJ RA
APPROVED

Since 2020-10-02
TX RA
APPROVED_RES

Since 2020-10-01

Branch Locations

Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Paramus	NJ	12/2010	10/2020
Morgan Stanley Smith Barney Llc	Paramus	NJ	10/2020	Present
Morgan Stanley Private Bank, N.A.	New York	NY	11/2020	Present

12/2010 → 10/2020

Ubs Financial Services Inc.

Paramus, NJ
10/2020 → Present

Morgan Stanley Smith Barney Llc

Paramus, NJ
11/2020 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2010-12-01 → 2020-10-12

Ubs Financial Services Inc.

Paramus, NJ
2009-06-01 → 2010-12-17

Morgan Stanley

Paramus, NJ
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Paramus, NJ
2006-03-03 → 2007-04-02

Morgan Stanley Dw Inc.

Paramus, NJ
2000-06-14 → 2005-02-28

Citigroup Global Markets Inc.

New York, NY

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-10-24

S63 Uniform Securities Agent State Law Examination

1994-10-24

Other Names

Peter J Demarco

View on SEC IAPD