LPL Financial
47yrs
Top advisor by experience in Midlothian
21yrs
Peter Blum
Financial advisor at Merrill
Peter Blum has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Midlothian, Virginia. Peter joined Merrill in 2012, 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 236 advisors with offices in Midlothian, and one of 228 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors at Merrill
Office260 Schofield Dr, Midlothian, VA 23112
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 ?2 states
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
- 2012 – nowMerrillCurrent firm
Contact Peter
(800) 637-7455Firm headquarters in New York, NY. Ask for Peter. 260 Schofield DrMidlothian, VA 23112Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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 at (800) 637-7455 and ask for Peter Blum. Peter works from the Midlothian, VA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2005, about 21 years. More experience than 67% of advisors 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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