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 based in Vero Beach, Florida, who has been in the advisory business for 12 years. Petersen is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Petersen has held roles at Zerobase Energy, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Goldwind Usa, Inc and Bank Of America, N.A. Petersen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Vero Beach, Florida. The firm has offices in 3,374 locations and a total of 34,906 employees. It oversees $1 trillion in assets among its 2,825,602 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Fees for financial management usually are based on the services provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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

$1,283,837,699,073

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

34,906

FL Average: 88
Total Number of Accounts

2,825,602

FL Average: 3,892
Average Account Size

$454,359

FL Average: $1,917,921

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Investment Advisory 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 12 years of experience.

2015 - Present (7 years)

Bank Of America, N.A

2014 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Zerobase Energy, LLC

2010 - 2013 (3 years)

Goldwind Usa, Inc

Disclosures

Jeffrey Petersen has no disclosures.

Please visit their SEC profile for more details.

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Lisa Adamonis Pile
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Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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