Peter Nolan, financial advisor Walnut Creek CA

Peter Nolan

CRD Number: 2289701
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peter Nolan (CRD# 2289701) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 8 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek, CA Feb 2019 - Current 2
Unemployed Cohasset, MA May 2017 - Feb 2019 1
Funds Distributor, LLC Portland, ME Oct 2012 - May 2017 4
Gmo Boston, MA Jun 2012 - May 2017 4
Brandes Investment Partners, LP San Diego, CA Sep 2006 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Peter J. Nolan
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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, WY

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