Eric Fins

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2014 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*2218290, Entity Type: Entity For Profit, Name of OBA: R's Collectibles, LLC, Address: new York, New York, 10075, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 04/01/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: LLC set up for selling my collectibles. i collect comic books and baseball cards and want to sell them to buy a future first home.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-01