Peter Scudner
Peter Scudner is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lancaster, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
110 N Duke St, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Peter is involved in several outside business activities, including owning Triode Media Group Ltd (a film and video production company), Scudner Enterprises LLC (a commercial property holding company), and Tetrode Power LLC (a battery energy storage equipment rental company). He also serves on committees for Pennsylvania College of Art & Design, Boys & Girls Club of Lancaster, and the International Committee on English in the Liturgy, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.