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PS

Peter M. Stovell

MORGAN STANLEY DISTRIBUTION
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 2395003
PS

Professional summary


Peter M Stovell, who also goes by Pete Stovell, Peter Monroe Stovell, is a registered financial professional currently at MORGAN STANLEY DISTRIBUTION, INC. located in San Francisco, California.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1993. Peter has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete Stovell | Peter Monroe Stovell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter M Stovell's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 20, 2021 - Present

MORGAN STANLEY DISTRIBUTION, INC.

Office #1: 555 California Street 14th Floor, San Francisco, CA 94104
BD
CRD#: 30344
San Francisco, CA
Past

April 14, 2015 - August 17, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
SAN FRANCISCO, CA
Past

April 5, 2001 - December 31, 2014

FIRST LIGHT ADVISORS LLC

RIA
CRD#: 118265
SAN FRANCISCO, CA
Past

January 25, 1999 - January 28, 2000

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

October 1, 1997 - January 11, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

February 26, 1997 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

October 27, 1993 - February 27, 1997

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/20/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 4/24/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MORGAN STANLEY DISTRIBUTION, INC.
MAS FUND DISTRIBUTION, INC. | MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344 / SEC#: , 8-44766

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1585 Broadway, New York, NY 10036
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(212) 296-7860
Established
Pennsylvania since 02/28/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY INVESTMENT MANAGEMENT INC.OWNER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER AND FINOP7463692
MCMULLEN, FREDERICK ALLENDIRECTOR AND TEXAS DESIGNATED PRINCIPAL2537409
SCHOEN, SAMANTHA JANEDIRECTOR7006907
WITKOS, MATTHEW JOSEPHPRESIDENT AND DIRECTOR2034689

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344San Francisco, CA 94104

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