TP
TP

Trisha Petroskus

25 Years of Experience
Clayton, MO
Broker

Trisha Petroskus is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 25 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

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Trisha works in customer service for Shipt Inc, a retail/online store, and Eckerts, an agriculture business, dedicating a few hours per week to each after business hours. These activities are not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
March 2016 - May 2023 · 7 yrs 2 mos
Edward JonesBroker
June 2000 - May 2023 · 22 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.