Eric Robles

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated 2026-10-10

Claim your profile

Eric Robles is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CRD 8279357. Licenses and exams on the registration: Series 66. IAPD registration began 2026-08-31.

Registration

CRD number
8279357
Registration status
Active
IAPD registration
2026-08-31
Industry Experience
0 years
Work Experience
11 years
States registered
MD

Licenses and exams

  • Series 66

Work history

  • 2026-05 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Oxon Hill, MD
  • 2015-01 to 2017-02 · Arlington Public School · Arlington, VA
  • 2017-02 to 2018-02 · Georgetown Events Hospitality Group · Washington, DC
  • 2018-02 to 2023-08 · Georgetown Events Hospitality Group · Washington, DC
  • 2023-08 to 2024-05 · Virginia Tech · Blacksburg, VA
  • 2024-05 to 2025-12 · Georgetown Events Hospitality Group · Nantucket, MA
  • 2025-12 to 2026-05 · Sabbatical · Suitland, MD
  • 2024-05 to 2024-08 · 1 Sparks Avenue LLC · Nantucket, MA
  • 2025-04 to 2025-12 · 1 Sparks Avenue LLC · Nantucket, MA
  • 2026-07 to Present · Bank of America, N.A. · Oxon Hill, MD

Current employment

SEC IAPD record for Eric Robles

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

About

Eric Robles is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Eric Robles?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.