Stanley Peterson, financial advisor Dothan AL

Stanley Peterson

CRD Number: 2214059
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stanley Peterson (CRD# 2214059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dothan, AL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dothan, AL Mar 2021 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dothan, AL Nov 2020 - Current 3
Wells Fargo Clearing Services, LLC Dothan, AL Nov 2016 - Nov 2020 4
Wells Fargo Advisors LLC Dothan, AL May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
Contact Info for Stanley P. Peterson
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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