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Peter Reaka

Morgan Stanley
32 Years of Experience
Fort Worth, TX
Broker
View SEC Summary
View SEC Summary

Peter Reaka is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 32 years of industry experience. Peter 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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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.

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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 · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2006 - April 2007 · 6 mos
Morgan Stanley Dw INC.Broker
October 2006 - April 2007 · 6 mos
Wachovia Securities, LLC
July 2003 - October 2006 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
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.
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