Peter Robert Chisholm
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to now
- No Limit Lacrosse/massachusetts Lacrosse AssociationJul 2022 to Jun 2023
- Equitable AdvisorsJun 2021 to Aug 2021
- UpsDec 2020 to Dec 2021
- Babson CollegeAug 2019 to Jun 2022
- Willow Tree LandscapingMay 2019 to Aug 2021
- Kimball Farm/kimball Farm HoldingsMay 2014 to Jul 2019
- Westford AcademySep 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7389547
- Firm CRD
- 7691