Peyton J Henry
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
21 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Peyton J Henry? Claim your profile
Contact this firm
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
21 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Fidelity InvestmentsJun 2025 to May 2026
- Midway UniversityAug 2024 to Jul 2025
- Central Bank and TrustJun 2024 to Jan 2025
- Vineyard VinesJul 2023 to Oct 2023
- Crump Spurlock AttorneysJun 2023 to Jun 2024
- UnemployedFeb 2005 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8116192
- Firm CRD
- 7691