Thomas Fredrick Eckmann
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- University of North FloridaJan 2025 to now
- Teksystems Inc.Jun 2024 to Mar 2025
- University of North Florida Student UnionMay 2023 to Jun 2024
- University of North Florida Recreation and Wellness CenterJan 2022 to May 2022
- University of North FloridaAug 2021 to Aug 2024
- Steinbrenner HighschoolAug 2017 to Aug 2021
- Martinez Middle SchoolMar 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8067803
- Firm CRD
- 7691