PW
PW

Peter Wojanowski

36 Years of Experience
Akron, OH
2 DisclosuresBroker

Peter Wojanowski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Akron, OH, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

4000 Embassy Pkwy, Akron, OH, 44333

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003
Denied
Customer Dispute
July 1988
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - Present · 20 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - Present · 20 yrs 10 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 2005 - September 2005 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - September 2005 · 1 mo
Citigroup Global Markets INC.
August 2001 - September 2005 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
October 1991 - September 2005 · 13 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
December 1989 - July 1991 · 1 yr 7 mos
State Registrations22 states
AZCACOFLGAILMAMDNCNHNJNMNVOHORPASCTNTXUTWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.