Peter Merritt
Peter Merritt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pewaukee, WI, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1166 Quail Court, Ste 300, Pewaukee, WI, 53072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter owns Beatific LLC, selling skin care products online, dedicating minimal time to this venture. He also works as an Associate Financial Advisor with Merritt Wealth & Retirement Advisors, spending about half his time advising clients and supporting office work.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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