Eric Gadonneix

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

• 12/2013 → 07/2017
  Jp Morgan Securities Llc
  The Woodlands, TX
• 12/2013 → 03/2021
  Jp Morgan Chase Bank
  The Woodlands, TX
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 03/2021 → 07/2021
  First Horizon
  Houston, TX
• 07/2021 → 09/2022
  Guaranteed Rate
  Spring, TX
• 04/2025 → Present
  Bank Of America
  Houston, TX

Other Businesses

Rental Property - 1037 Bat Hawk Ct, Conroe, TX 77385 - Rental history began 07/2021. Sole owner of property.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-25
• S63 Uniform Securities Agent State Law Examination
  2014-01-15

Other Names

• Eric Michael Gadonneix