Eric Fudala
Eric Fudala is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Naples, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
9128 Strada Pl, Naples, FL, 34108
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Employment Separation After Allegations
June 2000Customer Dispute
January 2000Other Business Activities
Eric owns BHF Company, LLC (a restaurant), Fudala Real Estate, LLC (real estate leased to a restaurant), and BHF Company of Florida LLC (a medical clinic). He also serves on the Development Committee for the Chicago Dental Society Foundation, a charitable organization, dedicating minimal time each month.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Abn Amro IncorporatedBroker
Griffin, Kubik, Stephens & Thompson, INC.Broker
Banc One Capital Markets, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.