Peter Joseph Bednarek

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

• 05/2006 → 10/2018
  Sei Investments Mangement Corp
  Oaks, PA
• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 11/2018 → Present
  Bank Of America, N.A.
  Doylestown, PA

Previous Registrations

• 2003-12-01 → 2018-10-22
  Sei Investments Management Corp
  Oaks, PA
  Oaks, PA

Other Businesses

I*125817For profit or not for profit: Non-Profit OrganizationName of outside business organization: Integrate For GoodInvestment related: NAddress of business:Collegeville, Pennsylvania 19426Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 8/28/2019Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Integrate for Good strengthens local communities by expanding opportunities for students and adults of all abilities to share their time and talent through volunteerism. My role is a Board member I may run for the VP or Secretary position. I*126022For profit or not for profit: Non-Profit OrganizationName of outside business organization: Integrate For GoodInvestment related: NAddress of business:Collegeville, Pennsylvania 19426Nature of business: Charitable Organization,Position, title, association: Officer, Start date of relationship: 8/29/2019Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Integrate for Good strengthens local communities by expanding opportunities for students and adults for all abilities to share their time and talent through volunteerism. My role is a Board member and I will serve as President of the Board. I*131476For profit or not for profit: Non-Profit OrganizationName of outside business organization: Lansdale Catholic High SchoolInvestment related: NAddress of business:Lansdale, Pennsylvania 19446Nature of business: Charitable Organization,Position, title, association: Participant, Start date of relationship: 6/8/2020Number of hours devoted: 2 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Board Member no officer title. I*2026302, Entity Type, Not for Profit, Name of OBA: Chalfont New Britain Business Alliance, Address: Chalfont, PA, 18914, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 12/01/2023, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Advisory. I*2198287, Entity Type: Not for Profit , Name of OBA: The Chamber of Commerce for Greater Montgomery County, Address: Lansdale, PA 19446 Investment Related: N, Position, Title, Association: Board of Directors, Employee State Date: 01/01/25 , No Hours: 1 hour , No Hours during Trading: 0, Duties: Advise and Promote the Chamber of Commerce

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-28
• S65 Uniform Investment Adviser Law Examination
  2003-10-09

Other Names

• Peter Joseph Bednarek
• Peter J Bednavek
• Pete Bednarek
• Peter J Bednarek
• Peter Bednarek