Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
13yrs
Eric Steen
Financial advisor at Merrill
Eric Steen has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Jacksonville, Florida. Eric has been with Merrill since 2014. 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 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 61% of advisors in Jacksonville
Office50 N Laura St, Jacksonville, FL 32202
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
- 2014 – nowMerrillCurrent firm
Contact Eric
(800) 637-7455Firm headquarters in New York, NY. Ask for Eric. 50 N Laura StJacksonville, FL 32202Office · 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 Merrill at (800) 637-7455 and ask for Eric Steen. Eric works from the Jacksonville, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2013, about 13 years. More experience than 61% of advisors in Jacksonville.
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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