Peter Robert Bouley

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

• 02/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 04/2012 → Present
  Bank Of America, N.A.
  Fort Mitchell, KY

Previous Registrations

• 2009-06-01 → 2012-03-05
  Morgan Stanley
  Cincinnati, OH
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cincinnati, OH
• 2001-03-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

I*: 2237281 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Beaufort, SC 29920 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 02/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: owner of rental property

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-26
• S65 Uniform Investment Adviser Law Examination
  1998-08-26