Peter Paik, financial advisor Brea CA

Peter Paik

Crown Point Wealth Management

CRD Number: 5031859
Current Firm: Morgan Stanley
Compensation Model: Both

Peter Paik (CRD# 5031859) is an Investment Advisor Representative working at UBS Financial Services Inc. in Brea, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Brea, CA Apr 2022 - Current 1
Morgan Stanley Private Bank, N.a New York, NY Apr 2022 - Current 1
Ubs Financial Services Inc. Brea, CA Sep 2019 - Apr 2022 2
Ubs Financial Services Inc. Brea, CA Sep 2015 - Aug 2019 3
Ubs Financial Services Inc. Newport Beach, CA Jun 2014 - Sep 2015 1
Zong Family Holdings, Inc. Pomona, CA Oct 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Peter Paik
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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