Eric
Angeles

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6974541
Investment Advisor
in Mill Valley, CA

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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

Series 66

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

2 Belvedere Pl
Mill Valley, CA 94941

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

CA Average: $7,464,549,021
Total Number of Employees

34,906

CA Average: 88
Total Number of Accounts

2,825,602

CA Average: 3,892
Average Account Size

$454,359

CA Average: $1,917,921

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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
  • Other

Eric Angeles Work History

Eric has 11 years of experience.

2020 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - Present (3 years)

Bank Of America, N.A

2019 - 2020 (1 year)

Presidio Golf & Concordia Club

2018 - 2018 (< 1 year)

New York Life Insurance Co

2017 - 2019 (2 years)

Stanford Golf Course

2016 - 2017 (1 year)

Diablo Creek Golf Course

2016 - 2017 (1 year)

Pga Tour Superstore

2015 - 2019 (4 years)

Menlo College

2011 - 2017 (6 years)

The First Tee

2011 - 2015 (4 years)

Alhambra High School

Disclosures

Eric Angeles has no disclosures.

Please visit their SEC profile for more details.

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Sharif Charles
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Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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