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AP

Aleksey Pekler

MORGAN STANLEY & CO. LLC
New York, NY 10036-8293
Some features on this profile are disabled
CRD#: 4898601
AP

Professional summary


Aleksey Pekler, who also goes by Alex Pekler, is a registered financial professional currently at MORGAN STANLEY & CO. LLC located in New York, New York and MORGAN STANLEY located in Purchase, New York.

Aleksey is registered as a RR (Registered Representative) and started their career in finance in 2005. Aleksey has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Pekler

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 Aleksey Pekler's CRS (Customer Relationship Summary).
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 12, 2022 - Present

MORGAN STANLEY & CO. LLC

Office #1: 1585 Broadway, New York, NY 10036-8293
BD
CRD#: 8209
New York, NY
Current

July 19, 2023 - Present

MORGAN STANLEY

Office #1: 2000 Westchester Avenue, Purchase, NY 10577-2530
RIA
BD
CRD#: 149777
Purchase, NY
Current

July 19, 2023 - Present

PRIME DEALER SERVICES CORP.

Office #1: 1585 Broadway, New York, NY 10036
BD
CRD#: 36142
New York, NY
Current

July 19, 2023 - Present

MORGAN STANLEY DISTRIBUTION, INC.

Office #1: 1585 Broadway, New York, NY 10036
BD
CRD#: 30344
New York, NY
Current

December 7, 2023 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: One Post Office Square, Boston, MA 02109
BD
CRD#: 37731
BOSTON, MA
Past

February 28, 2005 - May 21, 2013

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/24/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 9/12/2022
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EV
EATON VANCE DISTRIBUTORS, INC.
EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: , 8-47939

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


Main Address
One Post Office Square, Boston, MA 02109
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(617) 482-8260
Established
Massachusetts since 07/15/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
FAMIGLIETTI, FRANK JDIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
LEIMENSTOLL, ANDREW JOHNDIRECTOR4640636
MICHAUD, DAVID ANDREWDIRECTOR2730645
WITKOS, MATTHEW JOSEPHPRESIDENT, CEO, 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


EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731New York, NY 10036-8293

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