Eric Kristian Peterson

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

• 09/2014 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 04/2015 → 07/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*546789 - Eric Peterson Rental Property; Investment related Yes; South San Francisco, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 0; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-04

Other Names

• Eric K Peterson