Peter J Calleri

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2005-06-21
OH	RA	APPROVED	1999-06-28

TX RA
APPROVED_RES

Since 2005-06-21
OH RA
APPROVED

Since 1999-06-28

Branch Locations

4000 Embassy Pkwy, Akron, OH 44333 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Akron	OH	09/1992	Present
Bank Of America, N.A.	Akron	OH	06/2011	Present

09/1992 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Akron, OH
06/2011 → Present

Bank Of America, N.A.

Akron, OH

Other Businesses

I*81118 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: AKRON GENERAL FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: AKRON, OHIO 44307 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/13/2015 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TO HELP ORGANIZE THE ANNUAL GOLF OUTING I*120196 For profit or not for profit: Non-Profit Organization Name of outside business organization: Bluecoats, Inc. of Summit County Investment related: N Address of business: Clinton, Ohio 44216 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/29/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: help organize a golf outing fundraiser I*122773 For profit or not for profit: Non-Profit Organization Name of outside business organization: Walsh Jesuit High School Investment related: N Address of business: Cuyahoga Falls, Ohio 44224 Nature of business: Other,High School Position, title, association: Other, Hockey coach Start date of relationship: 11/1/2020 Number of hours devoted: 24 hour(s) Monthly Number of hours devoted during trading hours: 8 Duties: Coaching hockey I*745246 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Marco Island, Florida, 34145 Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-02-25
S63	Uniform Securities Agent State Law Examination	1992-11-19

S65 Uniform Investment Adviser Law Examination

1994-02-25
S63 Uniform Securities Agent State Law Examination

1992-11-19

Other Names

Peter J Calleri
Peter John Calleri

View on SEC IAPD