Peyton Gentry, financial advisor Jasper IN

Peyton Gentry

CRD Number: 7144822
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peyton Gentry (CRD# 7144822) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jasper, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Indianapolis, IN Aug 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis, IN May 2020 - Current 3
Jasper Engines And Transmissions Jasper, IN May 2020 - Aug 2020 < 1
Indiana University Bloomington, IN Aug 2016 - May 2020 3
Office Of Sorority And Fraternity Life Bloomington, IN Aug 2016 - Mar 2020 3
German American Bank Bloomington, IN Feb 2018 - Sep 2019 1
Bank Of America Merrill Lynch Indianapolis, IN Jun 2019 - Aug 2019 < 1
Krempp Lumber Company Jasper, IN May 2015 - Aug 2017 2
Jasper High School Jasper, IN Aug 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Peyton W. Gentry
Phone Number: 800-637-7455
Registered State(s):
  • IN
  • 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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