Eric Piechowski
CRD Number: 7080752Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eric Piechowski (CRD# 7080752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shaker Heights, OH and has over 2 years of experience in the finance industry.
CRD# 5062672
Lincoln Investment
CRD# 4690465
Key Investment Services LLC
CRD# 5247687
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Mentor, OH | Oct 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mentor, OH | Aug 2023 - Current | < 1 |
| Fidelity Investments | Westlake, OH | Jul 2022 - Jul 2023 | 1 |
| Northwestern Mutual | Cleveland, OH | Apr 2019 - Jun 2022 | 3 |
| Cleveland State | Cleveland, OH | Aug 2016 - May 2021 | 4 |
| Master Distribution | Brunswick, OH | Feb 2018 - Mar 2019 | 1 |
| Ups | Cleveland, OH | Nov 2017 - Jan 2018 | < 1 |
| Palm Beach Tan | Strongsville, OH | Jan 2016 - May 2017 | 1 |
| St Ignatius High School | Cleveland, OH | Jun 2012 - May 2016 | 3 |
| Seneca Golf Course | Broadview Heights, OH | May 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- OH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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