Ziggy Mcpeters
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Bank of America, N.A.Oct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- Raymond James & AssociatesOct 2023 to Sep 2025
- J.P. Morgan Securities LLCApr 2022 to Oct 2023
- JPMorgan Chase Bank, N.A.Apr 2022 to Oct 2023
- UnemployedFeb 2022 to Mar 2022
- Meritech, Inc.Mar 2021 to Jan 2022
- Fedex Custom CriticalJan 2020 to Feb 2021
- UnemployedApr 2019 to Dec 2019
- Green Local SchoolsSep 2017 to Oct 2018
- Abercrombie & Fitch Co.Aug 2017 to Sep 2017
- Jci ConstructionDec 2015 to Dec 2017
- The University of AkronAug 2015 to May 2024
- Lowe'sMay 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7538827
- Firm CRD
- 7691