Peter KangasCRD Number: 3065385
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Peter Kangas (CRD# 3065385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has over 19 years of experience in the finance industry.
Investacorp Advisory Services Inc.
Cadaret Grant & Co Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Salisbury, MD||Dec 2008 - Current||8|
|Morgan Stanley & Company, Incorporated||Salisbury, MD||Apr 2007 - Dec 2008||1|
|Morgan Stanley Dw Inc.||Salisbury, MD||May 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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