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Advisors / Pennsylvania / Wayne
6yrs

Peter Rohr

Financial advisor at Merrill

Based in Wayne, Pennsylvania, Peter Rohr is a fiduciary financial advisor with 6 years of industry experience. Peter has been with Merrill since 2020. 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 368 advisors with offices in Wayne, and one of 323 fiduciaries.

Wayne, PA 19087Fiduciary advisor
Call the officeDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office724 W Lancaster Ave Pbig - Wayne, Wayne, PA 19087
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

  1. 2020 – now
    MerrillCurrent firm

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 (610) 687-7950 or the Merrill main office at (800) 637-7455, and ask for Peter Rohr.

How long has Peter been a financial advisor?

Peter has been in the industry since 2020, about 6 years. 6 years in the industry.

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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