Peter
Mulholland

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6573362
Investment Advisor
in Milford, MA

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About this Advisor

Peter Mulholland is a financial advisor working in Milford, Massachusetts with 7 years of industry experience. Mulholland is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Banknewport, Ruby Tuesday and Bank Of America, N.A. Mulholland maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in assets among its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a diverse set of services, including 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. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

Office Location

209 E Main St
Milford, MA 01757

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MA Average: 88
Total Number of Accounts

2,864,234

MA Average: 3,892
Average Account Size

$381,844

MA Average: $1,917,921

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

Peter Mulholland Work History

Peter has been registered as a financial advisor for 7 years.*

2018 - Present (6 years)

Bank Of America, N.A

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Banknewport

2012 - 2015 (3 years)

Ruby Tuesday

2009 - 2013 (4 years)

Banknewport

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Mulholland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

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Scottsdale, AZ
Paul Michael Reyes
Oak Brook, IL
Francis Abella
Napa, CA
Roger Glasgow
Chevy Chase, MD
Richard Buckley
Franklin, MA
William Edgar
New York, NY
Patrick Riley
Sammamish, WA
Thomas Theodore
Lincoln, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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