Peter J Lenza
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Fidelity InvestmentsAug 2023 to Aug 2026
- Bankers Life and Casualty CompanyJul 2023 to Aug 2023
- Retail Group of America LLCApr 2023 to Apr 2023
- Lorenzo's Italian RestaurantJun 2022 to Apr 2023
- Restaurant Growth Services, LLCFeb 2022 to Apr 2022
- Brinker International Payroll Company, L.P.Dec 2021 to Feb 2022
- Papa Gino'sNov 2021 to Nov 2021
- Bridgewater State UniversitySep 2021 to May 2023
- Martin Pelletier Investments Fr LLCAug 2021 to Nov 2021
- Lorenzo's Italian RestaurantApr 2021 to Jun 2021
- Bed, Bath, & BeyondMar 2021 to Aug 2021
- Used Tire Warehouse, IncJul 2020 to Mar 2021
- Bristol Community CollegeSep 2019 to May 2021
- Lorenzo's Italian RestaurantAug 2018 to Jul 2020
- Truchhi's Supermarket, IncSep 2016 to Feb 2018
- Apponequet Regional High SchoolSep 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7799953
- Firm CRD
- 7691