UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
19yrs
Peter Tanguy
Financial advisor at Merrill
Peter Tanguy has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Dallas, Texas. Peter has been with Merrill since 2011; before that, Peter spent two years at Hornor, Townsend & Kent and two years at Equitable Advisors. Merrill 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Texas
Office5910 N Central Expressway, Dallas, TX 75206
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.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowMerrillCurrent firm
- Sep 2009 – Mar 2011Hornor, Townsend & Kent, LLCPreviously
- 2007 – 2009Equitable Advisors, LLCPreviously
Contact Peter
Local office(214) 750-2174Ask for Peter. (800) 637-7455Main office · New York, NY 5910 N Central ExpresswayDallas, TX 75206Office · 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 Peter’s local office at (214) 750-2174 or the Merrill main office at (800) 637-7455, and ask for Peter Tanguy.
How long has Peter been a financial advisor?
Peter has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Texas.
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.
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