Peter A Danas

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

• 03/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2011 → Present
  Bank Of America,N.A.
  Boston, MA

Other Businesses

I*2273258, Entity Type: , Name of OBA: D A D, Address: Andover, Massachusetts, 01810, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 31-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2273259, Entity Type: , Name of OBA: A G D, Address: Andover, Massachusetts, 01810, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 31-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-10
• S63 Uniform Securities Agent State Law Examination
  1985-07-11

Other Names

• Peter Arthur Danas