Peter Walker, financial advisor Los Angeles CA

Peter Walker

CRD Number: 5094030
Current Firm: Morgan Stanley

Peter Walker (CRD# 5094030) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jul 2020 - Current < 1
Morgan Stanley Los Angeles, CA Jun 2020 - Current < 1
Barclays Capital Inc. New York, NY Sep 2008 - Mar 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Peter S. Walker
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 investment companies (as well as "business development companies")
  • 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, WY

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