BP
BP

Bareq Peshtaz

14 Years of Experience
Seattle, WA
Broker

Bareq Peshtaz is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 14 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

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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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

Bareq serves on the advisory board for the Akin Foundation, focusing on children/youth and health and welfare. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2013 - Present · 13 yrs 6 mos
Morgan StanleyBroker
March 2013 - Present · 13 yrs 6 mos
Previous Registrations
Alliancebernstein L.P.
October 2011 - March 2013 · 1 yr 5 mos
Sanford C. Bernstein & CO., LLCBroker
September 2011 - March 2013 · 1 yr 6 mos
State Registrations40 states
AKARAZCACOCTDCDEFLGAHIIDILINKSMAMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.