Eric M Esposito

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

• 03/2023 → 05/2023
  Orlando Solar Bears
  Orlando, FL
• 07/2023 → Present
  Merrill Lynch
  Stamford, CT
• 09/2015 → 05/2017
  Austintown Fitch High School
  Austintown, OH
• 06/2017 → 07/2018
  Youngstown Phantoms
  Youngstown, OH
• 08/2018 → 05/2022
  University Of New Hampshire
  Durham, CT
• 08/2022 → 12/2023
  Mercyhurst University
  Erie, PA
• 06/2023 → 07/2023
  Unemployed
  West Haven, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26