Peter J Supel

$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
TX	RA	APPROVED	2024-01-02
FL	RA	APPROVED	2023-11-29

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Plantation	FL	02/2023	Present
Federal Emergency Management Agency	Washington D.C.	DC	06/2020	01/2023
Americorps Nccc Fema Corps	North Highlands	CA	08/2019	05/2020
Worksite Foundation	Washington D.C.	DC	07/2018	09/2018
St. John's University	Jamaica	NY	09/2015	05/2019

02/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plantation, FL
06/2020 → 01/2023

Federal Emergency Management Agency

Washington D.C., DC
08/2019 → 05/2020

Americorps Nccc Fema Corps

North Highlands, CA
07/2018 → 09/2018

Worksite Foundation

Washington D.C., DC
09/2015 → 05/2019

St. John's University

Jamaica, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27

Nearby Firms