Peter Paik is a CFP-designated registered investment advisor at Morgan Stanley, based in Brea, CA, with 13 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 rental property in Pasadena, California, since September 2022, spending minimal time on property management. He is also a partner in Moniak Holdings LLC, a technology company in Fullerton, California, since August 2021, dedicating minimal time to administrative, accounting, and investment-related activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations28 states
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