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Eric Thomas Miller

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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

10 years in the industry.

  1. Bank of America, N.A.Jul 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
  3. UnemployedSep 2025 to May 2026
  4. Structured Products Consulting GroupJun 2025 to Aug 2025
  5. New York LifeJan 2025 to May 2025
  6. UnemployedSep 2024 to Dec 2024
  7. Lps CapitalJul 2024 to Aug 2024
  8. Structured Products Consulting GroupMay 2024 to Jun 2024
  9. UnemployedSep 2023 to Apr 2024
  10. Country Club of New CanaanJun 2023 to Aug 2023
  11. Structured Products Consulting GroupJun 2023 to Aug 2023
  12. Siena UniversityJan 2023 to May 2026
  13. UnemployedOct 2022 to May 2023
  14. Loyola Marymount UniversityAug 2022 to Dec 2022
  15. The Market At Pound RidgeMar 2022 to Sep 2022
  16. UnemployedJul 2016 to Feb 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8040328
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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