Arnold Peskin is a registered investment advisor at Morgan Stanley, based in Yardley, PA, with 56 years of industry experience. Arnold 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
777 Township Line Road, Suite 301, Yardley, PA, 19067
Get directionsHistory
Regulatory History (6)
Regulatory
February 2014Customer Dispute
June 1999Customer Dispute
June 1999Regulatory
March 1999Regulatory
August 1998Customer Dispute
January 1994Other Business Activities
Arnold serves as a trustee for the Peskin Family Foundation Trust, assisting in selecting students for tuition assistance and providing financial advice. This activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Collings Legg Mason, INC.Broker
State Registrations38 states
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
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