Peter Douglas Hamilton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
28 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Bank of America, N.A.Sep 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to now
- International Solutions NetworkJan 2020 to May 2021
- UnemployedOct 2019 to Jan 2020
- Optimum Quantvest Corp (formerly Hillswick Asset Mgt)Dec 2003 to Oct 2019
- Banc of America Securities LLCOct 1998 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1692846
- Firm CRD
- 7691