Peter G Grayson

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

• 08/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

(2)PETER AND JOSEPHINE GRAYSON FOUNDATION; NON PROFIT; NOT INVESTMENT RELATED; RUMSON, NJ 07760; PERSONAL FOUNDATION; PRESIDENT; START DATE 1999; DEVOTES 2 HOURS EACH MONTH OUTSIDE OF SECURITIES TRADING HOURS; DUTIES: REVIEW AND DISBURSE GRANT REQUESTS. MONITOR FOUNDATION INVESTMENTS. I*106598 For profit or not for profit: Non-Profit Organization Name of outside business organization: Brewster Academy Investment related: N Address of business: Wolfeboro, New Hampshire 03894 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 42917 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 16 Duties: Co-Educational (boarding) high school Member of the Board of Trustees I*118039 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Fund for Individual Potential Investment related: N Address of business: Rumson, New Jersey 07760 Nature of business: Charitable Organization, Position, title, association: Other, Ministerial duties on behalf of a trustee (my son) Start date of relationship: 10/15/2018 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Personal Foundation I*2114315, Entity Type: Fiduciary, Name of OBA: C J B TTEE MR P G TTEE U/A DTD 11/18/24, Address: Tampa, Florida, 33611, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 18-Nov-2024, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2102272, Entity Type: Fiduciary, Name of OBA: C J B Revocable Trust FBO S P, Address: TAMPA, Florida, 33611, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 22-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-02

Other Names

• Peter Gary Grayson