Eric M Esposito
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 yearsExperience
3 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
8 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Merrill LynchJul 2023 to now
- UnemployedJun 2023 to Jul 2023
- Orlando Solar BearsMar 2023 to May 2023
- Mercyhurst UniversityAug 2022 to Dec 2023
- University of New HampshireAug 2018 to May 2022
- Youngstown PhantomsJun 2017 to Jul 2018
- Austintown Fitch High SchoolSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CT, MN, 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
- 7791104
- Firm CRD
- 7691