Nathan John Peterson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- Alter DomusJan 2025 to Apr 2026
- Doxey StreetMay 2024 to Aug 2024
- Extreme ReachAug 2022 to Aug 2022
- Under ArmourAug 2022 to Aug 2022
- Tetherow ResortMay 2022 to Jul 2022
- Travis WrenJun 2021 to Jul 2021
- University of UtahAug 2020 to Dec 2024
- UnemployedMay 2020 to Jun 2021
- Tumalo Creek Kayak and CanoeMay 2019 to Aug 2019
- Camp TamarackJul 2018 to Jul 2018
- Summit High SchoolAug 2016 to May 2020
- UnemployedApr 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8261002
- Firm CRD
- 7691