Eric Geyer
Eric Geyer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Orlando, FL, with 10 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
4705 S Apopka Vineland Rd, Orlando, FL, 32819
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Eric owns Geyer Management Group LLC since 2005, which he hasn't used. He also owns Levitation Real Estate LLC since 2014 and 2017, holding an active real estate license that he doesn't currently use, with the intention of buying an investment property in the future.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations28 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.
Exams
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