Eric William Berls

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-01-17
IL	RA	APPROVED	2015-04-29

TX RA
APPROVED_RES

Since 2017-01-17
IL RA
APPROVED

Since 2015-04-29

Branch Locations

21805 W Field Pkwy, Deer Park, IL 60010 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Crystal Lake	IL	04/2015	Present
Bank Of America, N.A.	Crystal Lake	IL	06/2015	Present

04/2015 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Crystal Lake, IL
06/2015 → Present

Bank Of America, N.A.

Crystal Lake, IL

Previous Registrations

2010-09-08 → 2015-04-29

Berls Asset Management Llc

Palatine, IL
2007-08-29 → 2009-03-18

Charles Schwab & Co., Inc.

Schaumburg, IL
2007-04-02 → 2007-08-13

Morgan Stanley & Co. Llc

Riverwoods, IL
2005-10-10 → 2007-04-02

Morgan Stanley Dw Inc.

Riverwoods, IL

Riverwoods, IL

Other Businesses

I*3109271 Entity Type: N/A Name of OBA:W.B. Address:Grand Haven Michigan Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/03/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Parents

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-07-10
S66	Uniform Combined State Law Examination	2005-10-07

S63 Uniform Securities Agent State Law Examination

2015-07-10
S66 Uniform Combined State Law Examination

2005-10-07

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews