Samuel A Peters
Investment adviser representative at Morgan Stanley
23 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
23 years in the industry.
- Morgan StanleyApr 2026 to now
- Fontana SportsOct 2025 to Feb 2026
- Rec WellJan 2024 to Aug 2025
- Lifetime Fitness ClubNov 2023 to Jan 2024
- American Income Life - Ssbh SubsidiaryAug 2023 to Nov 2023
- Home City IceMay 2023 to Aug 2023
- University of Wisconsin MadisonAug 2022 to May 2026
- St. Louis UniversityAug 2021 to Aug 2022
- Door DashJun 2021 to Feb 2026
- The Legends At Brandybrook Golf CourseMay 2021 to Aug 2022
- Metro MarketAug 2019 to May 2021
- CulversAug 2018 to Jun 2019
- UnemployedSep 2017 to Jul 2018
- Cousins SubsMay 2017 to Aug 2017
- UnemployedJun 2003 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 8232413
- Firm CRD
- 149777