Eric G Eschenauer

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

• 05/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  New York, NY

Other Businesses

I*101577FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA SUFFOLK COUNTY COUNCILINVESTMENT RELATED: NADDRESS OF BUSINESS:MEDFORD, NEW YORK 11763NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/1/2017NUMBER OF HOURS DEVOTED: 30 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBER, SUFFOLK COUNTY COUNCILFUNDRAISINGGOLF OUTING COMMITTEE I* 1611258For profit or not for profit: Name of outside business organization: Ancient Order of HiberniansInvestment related: noAddress of business: Huntington, NYNature of business: Church or Religious OrganizationPosition, title, association: TreasurerStart date of relationship: 01/01/2024Number of hours devoted: 3 monthly Number of hours devoted during trading hours: 0Duties: The Ancient Order of Hibernians is a Catholic fraternal organization for men with Irish heritage. My unit is Division 4 located in Huntington, NY. I was elected treasurer starting in Jan 2024 for a term of 3 years. I*1955263, Entity Type, Charitable,Name of OBA: Trinity Regional School,Address:East Northport,New York,11731 Investment Related: noPosition, Title, Association:Board Member Employee Start Date:09/01/2024 No Hours:20 yearly No Hours during trading: 0Duties:Participate in school board activities such as coordinating with school administration to review policy, curriculum, plant management, fund raising and marketing. I*4655272 Entity Type: Entity Charitable Name of OBA: St. Anthony's High School Fathers' Guild Address: South Huntington, New York, 11747 Investment Related: No Position, Title, Association: Officer Employee Start Date: 06/22/2026 Number of Hours: 80, Yearly Number of Hours during trading: 2, Yearly Duties: St. Anthony's HS is a catholic high school in South Huntington, NY. The Fathers' Guild coordinates student father volunteers to support events like football games, open houses, student concerts and other campus events. As president I would represent the Fathers' Guild to school administration and coordinate volunteers for events during the school year.

Exams

• S66 Uniform Combined State Law Examination
  2000-02-16

Other Names

• Eric Gerard Eschenauer