Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
21yrs
Peter Byeon
Financial advisor at Morgan Stanley
Peter Byeon is a fiduciary financial advisor in Irvine, California, with 21 years in the industry. After two years at Wells Fargo Advisors and five years at Wells Fargo Investments, Peter joined Morgan Stanley in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 64% of advisors in Irvine
Office1901 Main Street Suite 700, Irvine, CA 92614
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowMorgan StanleyCurrent firm
- 2011 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2006 – 2011Wells Fargo Investments, LLCPreviously
Contact Peter
Local office(949) 955-7500Ask for Peter. (914) 225-5510Main office · Purchase, NY 1901 Main Street Suite 700Irvine, CA 92614Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Peter’s local office at (949) 955-7500 or the Morgan Stanley main office at (914) 225-5510, and ask for Peter Byeon.
How long has Peter been a financial advisor?
Peter has been in the industry since 2006, about 21 years. More experience than 64% of advisors in Irvine.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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