Eric Mauricio, financial advisor North Dartmouth MA

Eric Mauricio

CRD Number: 7059163
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eric Mauricio (CRD# 7059163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Dartmouth, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Bedford, MA Jan 2019 - Current 5
Bank Of America, N.a. New Bedford, MA Jan 2019 - Current 5
Bryant University Smithfield, RI Sep 2015 - Dec 2018 3
Bank Of America Boston, MA Jun 2018 - Aug 2018 < 1
Banknewport Middletown, RI Jun 2017 - Aug 2017 < 1
Portas Da Cidade Restaurant Westport, MA Nov 2013 - Sep 2016 2
Durfee High School Fall River, MA Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Eric Mauricio
Phone Number: 800-637-7455
Firm Website: http://www.mymerrill.com
Registered State(s):
  • CT
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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