Peter Joseph Pitrelli

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

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Owings Mills, MD
• 06/2025 → 06/2026
  Roseville Wealth Management Group Powered By Ameriprise
  York, PA
• 06/2024 → 08/2024
  Stop & Shop
  New City, NY
• 06/2023 → 01/2024
  Bergen Pickleball Zone
  Ramsey, NJ
• 08/2022 → 05/2026
  Elizabethtown College
  Thiells, NY
• 07/2016 → 07/2022
  Unemployed
  Thiells, NY
• 08/2026 → Present
  Bank Of America, N.A.
  Owings Mills, MD

Other Businesses

I*4810269 Entity Type: Charitable Name of OBA: Gunpowder Lacrosse Club Address: Hereford, Maryland, 21152 Investment Related: No Position, Title, Association: Employee Employee Start Date: 07/12/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Coaching lacrosse year-round for youth and high school athletes at various tournaments, practices, and indoor leagues. Offensive coordinator for 2030 Gunpowder team. Requires coaching at practices, tournaments, and indoor leagues.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27

Other Names

• Peter Pitrelli