EP
EP

Eric Peske

30 Years of Experience
Jericho, NY
Broker

Eric Peske is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 30 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
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Location

Two Jericho Plaza, Jericho, NY, 11753

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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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Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - January 2025 · 3 yrs 3 mos
UBS Financial Services INC.Broker
November 2008 - January 2025 · 16 yrs 2 mos
Morgan Stanley & CO. Incorporated
May 2008 - November 2008 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - August 2004 · 4 yrs 3 mos
Dean Witter Reynolds INC.Broker
November 1999 - May 2000 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - September 1999 · 1 yr 7 mos
Whale Securities CO., L.P.Broker
May 1996 - January 1998 · 1 yr 8 mos
Painewebber IncorporatedBroker
November 1995 - May 1996 · 6 mos
State Registrations21 states
AZCACOCTDCFLGAILMAMDMEMINCNHNJNVNYPASCVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Peske - Financial Advisor | TrueAdvisor