Peter Uriah Reaka

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Ft. Worth, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Worth, TX
• 2006-10-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Worth, TX
• 2003-07-01 → 2006-10-24
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Ft Worth, TX
• 1995-08-02 → 2003-07-01
  Prudential Equity Group, Llc
  Fort Worth, TX

Other Businesses

SOLE PROPRIETOR / OWNER / PARTNER;REAL ESTATE;SOUTH PADRE ISLAND, TX;1/3RD OWNER;AS OF 07/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-24
• S63 Uniform Securities Agent State Law Examination
  1994-06-24

Designations

• Certified Financial Planner

Other Names

• Peter U Reaka