Peter Michael Wernemar

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

• 01/2003 → Present
  Merrill Lynch Pierce Fenner & Smith
  Newport Beach, CA
• 09/2009 → Present
  Bank Of America, Na
  Laguna Hills, CA

Other Businesses

Status: APPRVD I*1020409 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Cabo San Lucas, Baja California Sur, 23410 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/18/2016 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I*1020410 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Park City, Utah, 84098 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/9/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-18
• S63 Uniform Securities Agent State Law Examination
  1999-10-21

Other Names

• Peter Michael Wernemar