Eric Mitchell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to now
- Citizens Bank, N/aJun 2023 to May 2024
- Citizens Securities, IncJun 2023 to May 2024
- Bank of America, N.A.Feb 2020 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Jun 2023
- Linden Bulk TransportationSep 2017 to Jan 2019
- Investors BankMay 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7060227
- Firm CRD
- 7691