Eric Scott Trimble
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 65Series 63Series 10Series 9SIESeries 7
- Registered states (17)
- Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Utah · Virginia
- Years in the industry (source record)
- 33
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2305927 contains one or more disclosure events as of Aug 20, 2026.
findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:
Current firm
From the firm record
- Firm
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Firm CRD
- 7691
- SEC number
- 801-14235
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Firm location
- New York, NY, 10036
Employment history (9)
From the source registration record · current first
-
Nov 13, 2008 → present
-
start not retrieved → present
-
Wachovia Securities, LLCBD capacityApr 25, 2003 → Nov 10, 2008
-
Wachovia Securities, LLCIA capacityApr 25, 2003 → Nov 10, 2008
-
Merrill Lynch Pierce Fenner & Smith Inc.IA capacityMay 2, 2002 → Apr 22, 2003
-
Feb 20, 2002 → Apr 22, 2003
-
Ids Life Insurance CompanyBD capacityDec 6, 1993 → Feb 21, 2002
-
American Express Financial Advisors Inc.BD capacityDec 6, 1993 → Feb 21, 2002
-
Hibbard Brown & Co., Inc.BD capacityFeb 5, 1993 → Mar 23, 1993
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.