Peter Johns

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

• 01/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA
• 05/2011 → Present
  Bank Of America, N.A.
  Hyannis, MA

Other Businesses

I*601230 For profit or not for profit: Entity For Profit Name of outside business organization: 6898 Woodworks Investment related: N Address of business: Portsmouth, Rhode Island, 02871 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 1/1/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Principal Carpenter

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-30
• S63 Uniform Securities Agent State Law Examination
  1982-04-13

Other Names

• Peter Thomas Johns