Samuel A Peters

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

• 04/2026 → Present
  Morgan Stanley
  Waukesha, WI
• 08/2022 → 05/2026
  University Of Wisconsin Madison
  Madison, WI
• 08/2023 → 11/2023
  American Income Life - Ssbh Subsidiary
  Columbus, OH
• 08/2021 → 08/2022
  St. Louis University
  St. Louis, MO
• 05/2021 → 08/2022
  The Legends At Brandybrook Golf Course
  Wales, WI
• 11/2023 → 01/2024
  Lifetime Fitness Club
  Brookfield, WI
• 05/2023 → 08/2023
  Home City Ice
  Oconomowoc, WI
• 06/2021 → 02/2026
  Door Dash
  Milwaukee, WI
• 05/2024 → 08/2025
  Rec Well
  Madison, WI
• 01/2024 → 05/2024
  Rec Well
  Madison, WI
• 08/2019 → 05/2021
  Metro Market
  Brookfield, WI
• 08/2018 → 06/2019
  Culvers
  Brookfield, WI
• 05/2017 → 08/2017
  Cousins Subs
  Brookfield, WI
• 06/2003 → 05/2017
  Unemployed
  N/A, WI
• 09/2017 → 07/2018
  Unemployed
  Na, WI
• 10/2025 → 02/2026
  Fontana Sports
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28