Robert Alan Peterman

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

• 08/2015 → 05/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 10/2015 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → 11/2022
  Charles Schwab & Co., Inc.
  Tampa, FL
• 11/2022 → Present
  Morgan Stanley
  Temple Terrace, FL

Previous Registrations

• 2020-06-15 → 2022-11-29
  Charles Schwab & Co., Inc.
  Temple Terrace, FL
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2017-07-11 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  2015-10-12

Other Names

• Rob Peterman
• Robbie Peterman