Kraig Peel, financial advisor Bethesda MD
89 score

Kraig Peel

CRD Number: 6221445
Current Firm: Morgan Stanley

Kraig Peel (CRD# 6221445) is an Investment Advisor Representative working at Morgan Stanley in Bethesda, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Bethesda, MD Nov 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Washington, DC Sep 2014 - Nov 2015 1
John Carris Investments, LLC New York, NY Apr 2013 - Sep 2014 1
Bcm Executive Search New York, NY Jan 2013 - Apr 2013 < 1
Unemployed New York, NY Sep 2012 - Jan 2013 < 1
The Heights Bar & Grill New York, NY Mar 2012 - Sep 2012 < 1
The Columbia Bank Columbia, MD Nov 2010 - Jan 2012 1
Unemployed Columbia, MD May 2010 - Nov 2010 < 1
Hampton University Hampton, VA Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Kraig R. Peel
Phone Number: 914-225-5510
Registered State(s):
  • MD
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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