Eric KatanianCRD Number: 7086477
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eric Katanian (CRD# 7086477) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Dimas, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Householder Group Estate & Retirement Specialists
J.p. Morgan Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pomona, CA||Mar 2019 - Current||3|
|Bank Of America, N.a.||Pomona, CA||Mar 2019 - Current||3|
|38 Degrees Craft Kitchen & Bar||Alhambra, CA||Oct 2017 - Jun 2020||2|
|The Cheesecake Factory||Pasadena, CA||Apr 2015 - Oct 2017||2|
|Charlie's Trio Cafe||Alhambra, CA||May 2008 - Apr 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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