Searle & Co.
47yrs
Top advisor by experience in Greenwich
41yrs
Based in Greenwich, Connecticut, Peter Davies is a fiduciary financial advisor with 41 years of industry experience. Peter joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience at Merrill
Office2 Pickwick Plaza, Greenwich, CT 06830
FirmMerrill
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.
Career
- 2009 – nowMerrillCurrent firm
Contact Peter
Local office(203) 861-5900Ask for Peter. (800) 637-7455Main office · New York, NY 2 Pickwick PlazaGreenwich, CT 06830Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Peter’s local office at (203) 861-5900 or the Merrill main office at (800) 637-7455, and ask for Peter Davies.
How long has Peter been a financial advisor?
Peter has been in the industry since 1985, about 41 years. Top 3% by experience at Merrill.
What licenses does Peter hold?
Series 63, Series 66. 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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