Peter Gonzalez

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
NJ	RA	APPROVED	2020-12-18
TX	RA	APPROVED	2013-01-03
CT	RA	APPROVED	2012-05-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	New York	NY	03/2012	Present
Bank Of America, N.A.	New York	NY	08/2012	Present

03/2012 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

New York, NY
08/2012 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-05-04
S63	Uniform Securities Agent State Law Examination	2001-09-05

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