Peter Hekl, financial advisor Pennington NJ
90 score

Peter Hekl

CRD Number: 5312001
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peter Hekl (CRD# 5312001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ 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. Pennington, NJ Feb 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Dec 2012 - Current 4
Tournour & Rubenstein, Esqs. East Brunswick, NJ Sep 2011 - Nov 2012 1
Law Offices Of Stephan Mashel Marlboro, NJ Sep 2011 - Apr 2012 < 1
State Of New Jersey Judiciary New Brunswick, NJ Sep 2010 - Aug 2011 < 1
Indiana University School Of Law Bloomington, IN Aug 2007 - Aug 2010 3
Tropical Pub Belmar, NJ May 2007 - Aug 2007 < 1
Bar Anticipation Lake Como, NJ May 2007 - Aug 2007 < 1
Original Steak And Hoagie Plainsboro, NJ Apr 2007 - May 2007 < 1
First Republic Group New York, NY Mar 2007 - Mar 2007 < 1
Original Steak And Hoagie Plainsboro, NJ Jun 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Peter Hekl
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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