Peter Shieh is a CFP-designated registered investment advisor at Morgan Stanley, based in Brea, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Ten Pointe Drive, Suite 400, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter owns and manages multiple rental properties and real estate investments in California and Texas, either directly or through LLCs. He dedicates minimal time outside of business hours to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Citicorp Investment ServicesBroker
Citicorp Investment Services
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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