Eric Michael Fitch

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 11/2009 → Present
  Bank Of America, N.A.
  Charlotte, NC

Previous Registrations

• 2004-03-22 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
• 2003-01-01 → 2004-03-16
  Bacap Distributors, Llc
  Charlotte, NC
• 2002-06-04 → 2003-01-01
  Stephens
  Charlotte , NC

Other Businesses

I*414164For profit or not for profit: Entity For ProfitName of outside business organization: One of One CollectiblesInvestment related: NAddress of business: Charlotte, North Carolina, 28214Nature of business: ["Sole Proprietorship"]Position, title, association: ["Treasurer","Owner"], Start date of relationship: 10/2/2018Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Sell / buy Sports cards mainly on E-Bay. Sole Prop. I*1363267For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: RP, RP, RPNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/28/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*3051270, Entity Type: Entity Charitable, Name of OBA: C J C's Youth Gaelic Athletic Association, Address: Charlotte, North Carolina, 28202, Investment Related: N, Position, Title, Association: ["Treasurer"], Employee Start Date: 12/01/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: Treasurer. I will have access to a credit card / Debit Card that is typically used for birthday cakes and snacks for local participant celebrations after GAA Football and Hurling Matches and Practices for the kids. From time to time I may purchase equipment like footballs, and Hurlers (Sticks) for the games if in need up upgrades or additional numbers due to growth of the club. Youth Irish Sports Program

Exams

• S66 Uniform Combined State Law Examination
  2002-02-01