Peter James Kimber

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Bank Of America, N.A.
  New York, NY
• 10/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*2623278, Entity Type: Entity For Profit, Name of OBA: Suffering Sublime, LLC, Address: Hopewell Junction, New York, 12533, Investment Related: N, Position, Title, Association: Other, Employee State Date: 06/24/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I will simply continue my hobby of drawing and writing poetry. My partner also writes poetry and facilitates everything else. The purpose of the entity is own the art and poetry and to facilitate any sales in their unlikely event.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-15
• S65 Uniform Investment Adviser Law Examination
  2000-11-07
• S63 Uniform Securities Agent State Law Examination
  1996-10-03

Other Names

• Peter J Kimber