Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Eric Angeles is a financial advisor operating in Mill Valley, California, who has 11 years of financial industry experience. Angeles works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Presidio Golf & Concordia Club, Menlo College, Stanford Golf Course, New York Life Insurance Co, Diablo Creek Golf Course, The First Tee, Pga Tour Superstore, Alhambra High School and Bank Of America, N.A. Angeles has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Mill Valley, California. The company has offices in 3,374 locations and a total of 34,906 advisors. It oversees $1 trillion in total assets across its 2,825,602 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the type of services. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Angeles Work History
Eric has 11 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Presidio Golf & Concordia Club
New York Life Insurance Co
Stanford Golf Course
Diablo Creek Golf Course
Pga Tour Superstore
The First Tee
Alhambra High School
Eric Angeles has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Newport News, VA
New York, NY
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