Kevin Peters
Kevin Peters is a registered investment advisor at Morgan Stanley, based in North Palm Beach, FL, with 42 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
North Palm Beach, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
April 1991Other Business Activities
Kevin is associated with two trusts in North Palm Beach, Florida, since December 2019. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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