PR
CFP
PR
CFP

Peter Reaka

31 Years of Experience
Fort Worth, TX
Broker

Peter Reaka is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

201 Main Street, Suite 1500, Fort Worth, TX, 76102

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Peter is a one-third owner of real estate in South Padre Island, TX, since 2015. This activity does not appear to take up any of Peter's time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2006 - April 2007 · 6 mos
Morgan Stanley
October 2006 - April 2007 · 6 mos
Wachovia Securities, LLCBroker
July 2003 - October 2006 · 3 yrs 3 mos
Wachovia Securities, LLC
July 2003 - October 2006 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1995 - July 2003 · 7 yrs 11 mos
Prudential Securities Incorporated
August 1995 - July 2003 · 7 yrs 11 mos
Capital West Securities, INC.Broker
June 1995 - July 1995 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
June 1994 - June 1995 · 1 yr
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMOMSMTNCNJNMNVNYOHOKPASCTNTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.