Eric Macvittie, financial advisor Vienna VA
93 score

Eric Macvittie

CRD Number: 5525059
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eric Macvittie (CRD# 5525059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Vienna, VA Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna, VA Aug 2008 - Current 8
Christopher Newport University Newport News, VA Sep 2004 - Sep 2008 4
Ameriprise Financial Richmond, VA May 2008 - Aug 2008 < 1
Ameriprise Financial Services, Inc. Richmond, VA Apr 2008 - Jul 2008 < 1
Radford Univeristy Radford, VA Sep 2005 - May 2008 2
Scott&stringfellow Blacksburg, VA Jan 2008 - Apr 2008 < 1
Sears Roebuck Blacksburg, VA Aug 2007 - Jan 2008 < 1
National Bank Of Blacksburg Blacksburg, VA Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Eric Macvittie
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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