Peter Clifton Laidlaw

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

• 06/2026 → Present
  Bank Of America, N.A.
  San Francisco, CA
• 09/2015 → 02/2019
  Goldman, Sachs & Co.
  San Francisco, CA
• 04/2019 → 09/2021
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 04/2019 → 09/2021
  Jpmorgan Securities Llc
  San Francisco, CA
• 10/2021 → 04/2026
  Jpmorgan Chase Bank Na
  Austin, TX
• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Previous Registrations

• 2023-09-29 → 2026-04-05
  J.P. Morgan Securities Llc
  San Francisco, CA
  Austin, TX
  San Francisco, CA
  San Anselmo, CA
• 2013-09-30 → 2015-09-04
  Leucadia Asset Management Llc
  San Francisco, CA
  New York, NY
• 2013-04-19 → 2013-10-08
  Ubs Financial Services Inc.
  San Francisco, CA

Other Businesses

I*4376279, Entity Type: , Name of OBA: P L TTEE S L TTEE U/A DTD 04/23/2021 , Address: San Anselmo, California, 94960, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/10/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-04-17

Other Names

• Peter Laidlaw
• Peter Clifton Laidlaw