Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
9yrs
Based in Houston, Texas, Erick Villa is a fiduciary financial advisor with 9 years of industry experience. Erick joined Merrill in 2017, 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office800 Capitol St, Houston, TX 77002
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
- 2017 – nowMerrillCurrent firm
Contact Erick
Local office(713) 658-1200Ask for Erick. (800) 637-7455Main office · New York, NY 800 Capitol StHouston, TX 77002Office · Get directions
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Questions to ask Erick
Tailored to Erick’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 Erick
How do I contact Erick?
Call Erick’s local office at (713) 658-1200 or the Merrill main office at (800) 637-7455, and ask for Erick Villa.
How long has Erick been a financial advisor?
Erick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Erick hold?
Series 66. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Erick 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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