Eric Stephen Schoeman

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
  New York, NY
• 04/2010 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY
  New York, NY
• 2004-06-30 → 2004-10-20
  Quick & Reilly, Inc.
  New York, NY

Other Businesses

I*1929311Entity Type, Name of OBA: Entity CharitableRye Brook Mayhem Baseball Corp.Address: Rye BrookNew York10573Investment Related: NoPosition, Title, Association: Board Member,OfficerEmployee Start Date: 07/29/2024No Hours: 520 YearlyNo Hours during trading: 10Duties: Youth Baseball, CEO, Coach I*3095273, Entity Type: , Name of OBA: MR E S S TTEE R L D TTEE U/A DTD 11/21/, Address: FAIR LAWN, New Jersey, 07410, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 10/28/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-29
• S63 Uniform Securities Agent State Law Examination
  1997-09-18

Other Names

• Eric Schoeman