Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
22yrs
Eric Chen is a fiduciary financial advisor in Irvine, California, with 22 years in the industry. Eric joined Merrill in 2007, after a year at Banc of America Investment Services and a year at Morgan Stanley DW. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 68% of advisors at Merrill
Office100 Spectrum Center Dr, Irvine, CA 92618
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
- 2007 – nowMerrillCurrent firm
- Nov 2006 – Oct 2007Banc of America Investment Services, Inc.Previously
- Oct 2005 – Jun 2006Morgan Stanley DW Inc.Previously
Contact Eric
Local office(949) 859-2900Ask for Eric. (800) 637-7455Main office · New York, NY 100 Spectrum Center DrIrvine, CA 92618Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (949) 859-2900 or the Merrill main office at (800) 637-7455, and ask for Eric Chen.
How long has Eric been a financial advisor?
Eric has been in the industry since 2005, about 22 years. More experience than 68% of advisors at Merrill.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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