Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
22yrs
Peter Simmonds has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Williamsville, New York. After three years at Banc of America Investment Services, Peter joined Merrill in 2009, 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 522 advisors with offices in Williamsville, and one of 459 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 68% of advisors at Merrill
Office6245 Sheridan Dr, Williamsville, NY 14221
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.
Series 66Uniform Combined State Law Examination
Career
Contact Peter
Local office(716) 635-4367Ask for Peter. (800) 637-7455Main office · New York, NY 6245 Sheridan DrWilliamsville, NY 14221Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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 (716) 635-4367 or the Merrill main office at (800) 637-7455, and ask for Peter Simmonds.
How long has Peter been a financial advisor?
Peter has been in the industry since 2005, about 22 years. More experience than 68% of advisors at Merrill.
What licenses does Peter hold?
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.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Williamsville
LPL Enterprise
45yrs
Top advisor by experience at LPL Enterprise
RBC Capital Markets
44yrs
Top 1% by experience in Williamsville
Cambridge Investment Research Advisors
43yrs
Top 1% by experience in Williamsville
LPL Financial
43yrs
Top 2% by experience in Williamsville