Peter Joseph Lakon
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Peter Joseph Lakon? Claim your profile
Contact this firm
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 StanleyJun 2026 to now
- N/aMay 2025 to Jun 2026
- Uber EatsMar 2025 to May 2025
- DoordashFeb 2025 to Mar 2025
- The George Washington UniversityAug 2024 to Dec 2024
- N/aAug 2023 to Aug 2024
- United States SenateOct 2022 to Dec 2022
- United States SenateJan 2022 to Aug 2022
- American UniversityAug 2019 to Aug 2023
- St. Francis High SchoolAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8240527
- Firm CRD
- 149777