Peyton B Welch
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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 StanleyJul 2026 to now
- Ppm America Capital PartnersJun 2025 to Aug 2025
- Engel VolkersMay 2024 to Jul 2024
- Merlos RestaurantMay 2023 to Jan 2025
- Full Time StudentAug 2022 to May 2026
- Skokie Country ClubMay 2022 to Aug 2022
- Old WillowMay 2021 to Aug 2021
- Poppys SocialMar 2021 to Apr 2022
- Team One LacrosseMar 2021 to Mar 2022
- 501 Local RestaurantApr 2019 to Jan 2021
- UnemployedJul 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8271544
- Firm CRD
- 149777