Peter Bomun Che

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

• 04/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 06/2009 → 04/2023
  Jpmorgan Chase
  Melville, NY

Other Businesses

I* 1260280 For profit or not for profit: Entity For Profit Name of outside business organization: cleanwear usa inc Investment related: no Address of business: new york, NY, 10021 Nature of business: S Corporation Position, title, association: Owner Start date of relationship: 03/01/2016 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties: The company is a family-owned dry-cleaning business. However, the business was closed in 2022 and is not in operation. I* 1259324 For profit or not for profit: Entity For Profit Name of outside business organization: cleanwear usa 2 inc Investment related: no Address of business: new york, NY, 10021 Nature of business: S Corporation Position, title, association: Owner Start date of relationship: 03/01/2016 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 0 Duties: The company is a family-owned dry-cleaning business. Even though the business is under my name, I do not physically work there.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-19
• S63 Uniform Securities Agent State Law Examination
  2008-02-08

Other Names

• Bomun Che
• Peter B Che
• Peter Bomun Che
• Peter Che