Peter Scott Izzo

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

• 09/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2010 → Present
  Bank Of America, N.A.
  Red Bank, NJ

Other Businesses

I*6513For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: Address of business:, New York, New York 10014Nature of business: , Position, title, association: , Start date of relationship: 6/15/2018Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties:I*134354For profit or not for profit: Non-Profit OrganizationName of outside business organization: St. Thomas More PlaygroupInvestment related: NAddress of business:New York, New York 10128Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 11/1/2020Number of hours devoted: 6 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Joining the Board of the Development Committee, which assists the nursery school in creating a strategic plan for the ongoing development of the school. I*1032346For profit or not for profit: Entity CharitableName of outside business organization: The Sandy Hook FoundationInvestment related: NAddress of business: Highlands, New Jersey, 07732Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member","Officer"], Start date of relationship: 10/19/2022Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , As a Board member, I will be responsible for developing programming at Sandy Hook, which is a National Park Service park located in NJ. I will be creating programming at the park (Ex: Nature activities) and will also assist in creating charitable eventsI*1032369For profit or not for profit: Entity CharitableName of outside business organization: Rumson Country Day SchoolInvestment related: NAddress of business: Rumson, New Jersey, 07760Nature of business: ["School, College or University"]Position, title, association: ["Committee"], [["Other"]]Start date of relationship: 10/29/2022Number of hours devoted: 7 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: On the Development Committee which oversees fundraising for the school overall. I will also serve on The Annual Giving Committee, which is a subset of the Development Committee. This committee is responsible for fundraising each year from the community I*1672270, Name of OBA: Republicans of Rumson Address: Edison, New Jersey Investment Related: No Position, Title, Association: President Employee Start Date: 01/29/2024 No Hours: 0 No Hours during trading: 0 Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  1998-04-14

Other Names

• Peter Izzo