EW
EW

Eric Watson

21 Years of Experience
Richmond, VA
1 DisclosureBroker

Eric Watson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Richmond, VA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1111 E Main St, Richmond, VA, 23219

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History

Regulatory History (1)
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Criminal
November 1997
Final Disposition
Other Business Activities

Eric works as a consultant/independent contractor for the Richmond Hockey Officials Program, refereeing ice hockey games. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2024 - Present · 2 yrs
Previous Registrations
Bb&t Securities, LLCBroker
February 2021 - June 2021 · 4 mos
Truist Investment Services, INC.Broker
February 2021 - December 2023 · 2 yrs 10 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLCBroker
June 2010 - January 2013 · 2 yrs 7 mos
Deutsche Bank Securities INC.Broker
September 2003 - June 2010 · 6 yrs 9 mos
State Registrations15 states
DCDEFLHIKYMDNCNJNYPASCTNTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.