Trisha Renea Petroskus

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

• 10/1998 → 05/2023
  Edward Jones
  St Louis, MO
• 05/2023 → Present
  Morgan Stanley
  Clayton, MO

Previous Registrations

• 2016-03-11 → 2023-05-16
  Edward Jones
  St. Louis, MO
  St Louis, MO
  Belleville, IL

Other Businesses

*555594- Shipt Inc; Investment related No; Belleville, Illinois; Retail/Online Stores; Employee(proprietor, partner, officer, director, employee, trustee, agent);Feb 2022; During business hours: 0; After business hours: 10; Customer Service *608419- Eckerts; Investment Related - No; Belleville, Illinois; Agriculture; Employee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2016-03-10
• S63 Uniform Securities Agent State Law Examination
  2002-03-04

Other Names

• Trisha Renea Reed
• Trisha Renea Walsh