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Pei jung Luh

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Apr 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
  3. Caesars EntertainmentFeb 2025 to Jan 2026
  4. Mgm Resorts InternationalMar 2024 to Feb 2025
  5. Kimpton SawyerJul 2023 to Mar 2024
  6. University of Nevada, Las VegasJan 2020 to May 2023
  7. UnemployeedJan 2020 to Jan 2021
  8. Wynn Las VegasJul 2019 to Jan 2020
  9. Mgm Resorts InternationalJun 2017 to Jan 2020
  10. University of Nevada, Las VegasJan 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NV).

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
8216500
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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