Peter P Sereno

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2012 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 03/2013 → 09/2025
  Bank Of America, N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2013-01-25 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA

Other Businesses

I*1951278, Entity Type Entity Charitable, Name of OBA: St Monica's Catholic Church Address: Duluth Georgia30097 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/14/2024No Hours: 2 monthly No Hours during trading:1 Monthly Duties: As a committee seat, I'll assist with direction of expenditures along side other members for the church. I will not make an decisions on my own, nor will I have access to disburse funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-24
• S63 Uniform Securities Agent State Law Examination
  2007-09-28

Other Names

• Peter P Sereno Iii
• Peter Paul Sereno
• Peter Paul Sereno