Cole Peake
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cole Peake is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing tailored strategies to help pursue their short-, mid-, and long-term financial goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. Cole also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions.
Cole holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Rutgers University. Through ongoing discussions with clients, he offers advice and guidance that adapts to changing financial situations and objectives.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Location
7 Roszel Rd
Princeton, NJ 08540
Most active in
Cole P has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Prudential Financial
2024 - 2024 (1 year)
Pruco Securities Llc
2023 - 2024 (1 year)
Mexicali Brews
2023 - 2024 (1 year)
Landing Operations LLC
2023 - 2023 (1 year)
Olde Queens Tavern
2021 - 2023 (2 years)
Strava Technology Group
2021 - 2021 (1 year)
Doordash
2020 - 2021 (1 year)
Rutgers University
2019 - 2023 (4 years)
Healthquest Fitness Center
2017 - 2020 (3 years)
Hunterdon Central Regional Highschool
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Michael K
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
Robert G
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Peter P
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Jerrold T
Series 65
Highland Park, NJ
Parkview Capital Management
Kurtis B
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Joseph A
Series 63, Series 65
Langhorne, PA
City Investment Advisors, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")