Tahoe Peck is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 18 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
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
AXA Advisors, LLC
April 2014 - January 2019 · 4 yrs 9 mos
AXA Advisors, LLCBroker
March 2014 - January 2019 · 4 yrs 10 mos
Fred Alger & Company, IncorporatedBroker
June 2009 - January 2013 · 3 yrs 7 mos
Columbia Management Advisors, LLC
January 2006 - July 2009 · 3 yrs 6 mos
Columbia Management Distributors, INC.Broker
November 2005 - July 2009 · 3 yrs 8 mos
State Street Research Investment Services, INC.Broker
June 2005 - November 2005 · 5 mos
State Registrations2 states
NJNY
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.