Eddie Brian Garcia
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Fidelity InvestmentsAug 2023 to May 2026
- Buena Vista LogisticsOct 2022 to Aug 2023
- UnemployedJul 2022 to Oct 2022
- WalmartApr 2022 to Jun 2022
- Amazon DspAug 2021 to Aug 2022
- UpsJun 2020 to Jun 2020
- Amazon Inc.Sep 2019 to Sep 2022
- University of North FloridaJan 2019 to Jun 2022
- UnemployedNov 2018 to Sep 2019
- San Jose Country ClubJun 2018 to Nov 2018
- Little CaesersJan 2018 to Jun 2018
- River City Science AcademyAug 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7799912
- Firm CRD
- 7691