Bareq
Peshtaz

Morgan Stanley

CRD#5942971
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Bareq Peshtaz is a financial advisor who works out of Seattle, Washington, who has been in the advisory business for 10 years. Peshtaz is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Sanford C. Bernstein & Co., LLC, Sabbatical, Morgan Stanley and Morgan Stanley Private Bank, National Association. Peshtaz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Washington. Morgan Stanley is an advisory business that has its headquarters in Seattle, Washington. The company has offices in 726 locations and a total of 25,600 advisors. It administers $904 billion in total assets between its 1,863,328 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 313 charities and foundations. Of its 1,863,328 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. Morgan Stanley performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules vary depending on which service is provided. However, fees charged by Morgan Stanley most likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2 Union Square 601 Union Street
Seattle, WA 98101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

WA Average: $7,464,549,021
Total Number of Employees

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bareq Peshtaz Work History

Bareq has 10 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2013 - Present (8 years)

Morgan Stanley

2011 - 2013 (2 years)

Sanford C. Bernstein & Co., LLC

2010 - 2011 (1 year)

Sabbatical

Disclosures

Bareq Peshtaz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started