Erik Feldhaus

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

• 10/2007 → 06/2023
  Citi Private Bank
  New York, NY
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 08/2023 → Present
  Bank Of America N.A.
  Houston, TX

Previous Registrations

• 2010-01-08 → 2023-06-20
  Citigroup Global Markets Inc.
  Houston, TX
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Miami, FL
• 2017-02-17 → 2018-12-31
  Citi Private Alternatives, Llc
  New York, NY
  Miami, FL
  Houston, TX

Other Businesses

Sixtyeight Investments LLC; Personal Investment Company; Investment-related; Houston, TX; Affiliation started on 12/01/2020; Title General Partner; Duties: serve as administrative General Partner to the Personal Investment Company owned by parents.; 0 hours devoted each month during and outside securities trading hours. I*1370295 For profit or not for profit: Name of outside business organization: Sixtyeight Investments LP Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Serve as non-owner general partner to a partnership entity that serves as a personal investment vehicle to parents (NRA)

Exams

• S66 Uniform Combined State Law Examination
  2008-02-23

Other Names

• Erik Feldhaus
• Erik Feldhaus Bolbrugge
• Erik Feldhausbolbrugge