Eric Michael Gaspich
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Extended TravelJul 2022 to Aug 2022
- LPL Financial, LLCSep 2021 to Jul 2022
- Polaris AdvisorsFeb 2021 to Sep 2021
- UnemployedDec 2020 to Feb 2021
- Grant ThorntonJul 2020 to Aug 2020
- The Pennsylvania State UniversityAug 2016 to Dec 2020
- Wegmans Food MarketsSep 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7330427
- Firm CRD
- 7691