Eric Geyer
Eric Geyer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Orlando, FL, with 9 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
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 Registrations12 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.