Jeffrey
Petersen

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6413160
Investment Advisor
in Vero Beach, FL

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About this Advisor

Jeffrey Petersen is a financial advisor who works in Vero Beach, Florida. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Petersen has 10 years of practice as a registered investment advisor. Petersen has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Petersen can operate based out of Florida and Texas. Over the course of their career, they have held roles at Zerobase Energy, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Goldwind Usa, Inc, General Electric Company and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of Vero Beach, Florida, and has 3,270 other locations in the nation. As a registered investment advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets covering 2,529,169 accounts and employs more than 36,383 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 778,387 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

660 Beachland Blvd
Vero Beach, FL 32963

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

FL Average: $7,464,549,021
Total Number of Employees

36,383

FL Average: 88
Total Number of Accounts

2,529,169

FL Average: 3,892
Average Account Size

$380,383

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Petersen Work History

Jeffrey has 10 years of experience.

2015 - Present (6 years)

Bank Of America, N.A

2014 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Zerobase Energy, LLC

2010 - 2013 (3 years)

Goldwind Usa, Inc

2010 - 2010 (< 1 year)

General Electric Company

Disclosures

Jeffrey Petersen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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