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Inactive

Eric Ulyssee Frampton

Mercer Global Advisors Inc.

Walnut Creek, CA

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-03
  • CA RA
    APPROVED
    Since 2022-11-03

Branch Locations

100 Pringle Ave Suite 310, Walnut Creek, CA 94596 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Menlo Park CA 06/2015 09/2016
Morgan Stanley Private Bank, National Association New York NY 12/2015 09/2016
Fidelity Brokerage Services Llc Campbell CA 10/2016 04/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2022
Mercer Global Advisors Inc. Walnut Creek CA 10/2022 Present
Fruitful New York NY 04/2022 08/2022
  • 06/2015 → 09/2016
    Morgan Stanley
    Menlo Park, CA
  • 12/2015 → 09/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2016 → 04/2022
    Fidelity Brokerage Services Llc
    Campbell, CA
  • 07/2018 → 04/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2022 → Present
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 04/2022 → 08/2022
    Fruitful
    New York, NY
Previous Registrations
  • 2018-07-13 → 2022-04-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-10-31 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
  • 2015-11-02 → 2016-09-08
    Morgan Stanley
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-02
  • S66 Uniform Combined State Law Examination
    2015-11-02
Designations
Other Names
  • Eric Frampton

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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