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Advisors / Rhode Island / Riverside
19yrs

Eric Carrillo

Financial advisor at Merrill

Eric Carrillo has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Riverside, Rhode Island. Eric has been with Merrill since 2010; before that, Eric spent two years at Wells Fargo Advisors. 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 229 advisors with offices in Riverside, and one of 229 fiduciaries.

Riverside, RI 02915Top 16% by experience in RiversideFiduciary advisor
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At a glance

Experience19 years (since 2007)
How that compares ?Top 16% by experience in Riverside
Office3400 Pawtucket Ave CI Client Management, Riverside, RI 02915
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2010 – now
    MerrillCurrent firm
  2. Jan 2009 – Oct 2010

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Merrill at (800) 637-7455 and ask for Eric Carrillo. Eric works from the Riverside, RI office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2007, about 19 years. Top 16% by experience in Riverside.

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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