Eric Mitchell

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

• 01/2019 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2017 → 01/2019
  Linden Bulk Transportation
  Linden, NJ
• 05/2016 → 10/2017
  Investors Bank
  Hamilton, NJ
• 02/2020 → 06/2023
  Bank Of America, N.A.
  Pennington, NJ
• 06/2023 → 05/2024
  Citizens Securities, Inc
  Westwood, MA
• 06/2023 → 05/2024
  Citizens Bank, N/A
  Trenton, NJ
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Previous Registrations

• 2023-07-12 → 2024-05-21
  Citizens Securities, Inc.
  Chambersburg, NJ
  Conshohocken, PA
  Albany, NY
• 2019-11-08 → 2023-06-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-11-04

Other Names

• Eric Mitchell
• Eric David Mitchell