Oxbow Advisors
47yrs
Top advisor by experience in Austin
16yrs
Eric Stromfeld
Financial advisor at Merrill
Eric Stromfeld has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Austin, Texas. Eric has been with Merrill since 2018; before that, Eric spent two years at Wells Fargo Advisors and a year at Credit Suisse Securities (usa). 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 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 57% of advisors in Austin
Office607 W 3rd St, Austin, TX 78701
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- 2018 – nowMerrillCurrent firm
- Mar 2016 – Nov 2017Wells Fargo Clearing Services, LLCPreviously
- Jul 2015 – Mar 2016Credit Suisse Securities (usa) LLCPreviously
- May 2014 – Jun 2015MerrillPreviously
- 2011 – 2014Morgan StanleyPreviously
Contact Eric
Local office(512) 397-1878Ask for Eric. (800) 637-7455Main office · New York, NY 607 W 3rd StAustin, TX 78701Office · 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 (512) 397-1878 or the Merrill main office at (800) 637-7455, and ask for Eric Stromfeld.
How long has Eric been a financial advisor?
Eric has been in the industry since 2011, about 16 years. More experience than 57% of advisors in Austin.
What licenses does Eric hold?
Series 66. 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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