EB
EB

Eric Burns

9 Years of Experience
Los Angeles, CA
Broker

Eric Burns is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Los Angeles, CA, 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
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

2049 Century Park E, Pbig - Century City, Los Angeles, CA, 90067

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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
Previous Registrations
UBS Financial Services INC.Broker
May 2014 - September 2018 · 4 yrs 4 mos
UBS Financial Services INC.
May 2014 - September 2018 · 4 yrs 4 mos
T3 Trading Group, LLCBroker
June 2013 - July 2013 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - May 2012 · 7 mos
State Registrations44 states
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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.