Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Naples
27yrs
Peter Dutcher
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Naples, Florida, Peter Dutcher is a fiduciary financial advisor with 27 years of industry experience. Peter has been with Merrill Lynch, Pierce, Fenner & Smith since 2012; before that, Peter spent four years at Cuna Brokerage Services. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience at Merrill Lynch, Pierce, Fenner & Smith
Office4912 Tamiami Trail E CI Client Management, Naples, FL 34113
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 ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
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
- 2012 – now
- 2006 – 2010Cuna Brokerage Services, Inc.Previously
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 Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Peter Dutcher. Peter works from the Naples, FL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1999, about 27 years. Top 20% by experience at Merrill Lynch, Pierce, Fenner & Smith.
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 Lynch, Pierce, Fenner & Smith 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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