Peter A Miller

$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:

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-07-01
CT	RA	APPROVED	2016-01-25
TX	RA	APPROVED	2013-03-18
CA	RA	APPROVED	2013-03-12

Branch Locations

100 International Dr, Baltimore, MD 21202 • United States

Baltimore, MD • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	08/2012	Present
Bank Of America, N.A.	Boston	MA	01/2015	Present

08/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
01/2015 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-08

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