Peter A Paxinos

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

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2019 → 03/2021
  Fourkites
  Chicago, IL
• 05/2021 → 04/2022
  Uber
  Chicago, IL
• 08/1999 → 05/2019
  Full-Time Education
  Orland Park, IL
• 06/2017 → 08/2017
  Bank Of America
  Chicago, IL
• 01/2017 → 08/2017
  Voyant Beauty
  Chicago, IL
• 12/2016 → 01/2017
  Vee Pak
  Chicago, IL
• 05/2018 → 08/2018
  Campus Acquistions
  Chicago, IL
• 07/2022 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*3809266 Entity Type: N/A Name of OBA: PAWS Chicago Professional Board Address: Chicago, Illinois, 60614 Investment Related: No Position, Title, Association: N/A Employee Start Date: 02/23/2026 Number of Hours: 25, Yearly Number of Hours during trading: 0, Yearly Duties: To get more involved in the community, and have profound and positive impact for homeless pets. Support fundraisers, spread the word on the organization, and volunteer to walk dogs.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-08

Other Names

• Peter Paxinos