Osaic Wealth
42yrs
Top advisor by experience in Merrick
31yrs
Heather Eckles
Financial advisor at Merrill
Heather Eckles has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Merrick, New York. After 12 years at UBS Financial Services and a year at Truist Investment Services, Heather joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 26 advisors with offices in Merrick, and one of 25 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience at Merrill
OfficeMerrick, NY
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerrillCurrent firm
- 2007 – 2019UBS Financial Services Inc.Previously
- Sep 2006 – Mar 2007Truist Investment Services, Inc.Previously
- 1997 – 2006Ameriprise Financial Services, LLCPreviously
Contact Heather
(800) 637-7455Firm headquarters in New York, NY. Ask for Heather. Merrick, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Heather
Tailored to Heather’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Heather
How do I contact Heather?
Call Merrill at (800) 637-7455 and ask for Heather Eckles. Heather works from the Merrick, NY office.
How long has Heather been a financial advisor?
Heather has been in the industry since 1995, about 31 years. Top 14% by experience at Merrill.
What licenses does Heather hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Heather a fiduciary?
Heather is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heather paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Heather for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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