Petya Kaloferova

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

• 04/2018 → 03/2019
  Jpmorgan Chase Bank, N.A.
  Northbrook, IL
• 04/2018 → 03/2019
  J.P. Morgan Securities Llc
  Northbrook, IL
• 06/2014 → 03/2019
  Trifecta Grill
  Winnetka, IL
• 01/2016 → 12/2017
  Northeastern Illinois University
  Chicago, IL
• 03/2019 → 09/2019
  Nuveen Securities, Llc
  Chicago, IL
• 02/2020 → Present
  Morgan Stanley
  Chicago, IL
• 09/2019 → 11/2019
  Trifecta Grill
  Winnetka, IL
• 02/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-07-11 → 2019-09-05
  Nuveen Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-09
• S63 Uniform Securities Agent State Law Examination
  2018-06-01

Other Names

• Petya Nikolova Kaloferova
• Petya Nikolova Veselkov
• Petya Kaloferova
• Patya Nikolova Kaloferova