Peter Lamade, financial advisor Washington DC
93 score

Peter Lamade

CRD Number: 5577104
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peter Lamade (CRD# 5577104) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Washington, DC Sep 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Jun 2015 - Current 1
Barclays Capital Inc. Washington, DC Jan 2010 - Jun 2015 5
Oppenheimer & Company Inc. Washington, DC Mar 2009 - Jan 2010 < 1
Unemployed Chevy Chase, MD Feb 2009 - Mar 2009 < 1
Stanford Group Mclean, VA Sep 2008 - Feb 2009 < 1
Frb Arlington, VA Jun 2008 - Sep 2008 < 1
University Of Virginia Charlottesville, NC Sep 2007 - Jun 2008 < 1
Duke University Durham, NC Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Peter Lamade
Phone Number: 800-637-7455
Registered State(s):
  • DC
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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