EM
EM

Eric Macvittie

13 Years of Experience
Denver, CO
Broker

Eric Macvittie is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Denver, CO, with 13 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

200 Josephine St, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2021 - Present · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Ghp Investment Advisors INC
August 2017 - May 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - July 2017 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - July 2017 · 7 yrs 1 mo
Ameriprise Financial Services, INC.
July 2008 - August 2008 · 1 mo
Ameriprise Financial Services, INC.Broker
June 2008 - August 2008 · 2 mos
State Registrations19 states
ALARCACOCTHIMAMIMNMTNCNJNMNYORPATXVAWA
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.