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Advisors / Massachusetts / Boston
45yrs

Peter Johns

Financial advisor at Merrill

Peter Johns is a fiduciary financial advisor in Boston, Massachusetts, with 45 years in the industry. Peter joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02110Top 1% by experience in BostonFiduciary advisor
Call the officeDirections

At a glance

Experience45 years (since 1982)
How that compares ?Top 1% by experience in Boston
Office100 Federal St, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    MerrillCurrent firm

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Peter

How do I contact Peter?

Call Peter’s local office at (617) 946-4000 or the Merrill main office at (800) 637-7455, and ask for Peter Johns.

How long has Peter been a financial advisor?

Peter has been in the industry since 1982, about 45 years. Top 1% by experience in Boston.

What licenses does Peter hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Peter a fiduciary?

Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Peter paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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