Peter Christenson, financial advisor Manchester Center VT

Peter Christenson

CRD Number: 7230813
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peter Christenson (CRD# 7230813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT 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. Manchester Center, VT Jun 2020 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester Center, VT Feb 2020 - Current 4
Mountain Top Inn And Resort Chittenden, VT Dec 2019 - Feb 2020 < 1
Woodstock Inn And Resort Woodstock, VT Apr 2019 - Oct 2019 < 1
The Foundry Restaurant Killington, VT Nov 2018 - Apr 2019 < 1
Killington Mountain Resort Killington, VT Oct 2009 - Oct 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Peter B. Christenson
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VT
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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