Peter Early
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan Stanley Private Bank, N.ANov 2025 to now
- Morgan StanleyOct 2025 to now
- Morgan Stanley Smith Barney LLCOct 2025 to now
- Pearly FinanceJun 2024 to Oct 2025
- Frontier Solutions, LLCJun 2024 to Apr 2025
- 1round Table PartnersApr 2024 to Oct 2025
- Exos Asset Management LLCSep 2019 to May 2024
- Exos Securities LLCAug 2019 to May 2024
- AspirationJun 2018 to Jun 2022
- FinvcApr 2018 to Apr 2020
- Early VenturesJan 2018 to Aug 2019
- SofiFeb 2017 to Nov 2017
- UnemployedJan 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2242267
- Firm CRD
- 149777