Graham, Bordelon, Golson & Gilbert
43yrs
Top advisor by experience in Monroe
5yrs
Eric Criswell
Full name on record: Eric Todd Criswell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Eric Criswell is a fiduciary financial advisor in Monroe, Louisiana, with 5 years in the industry. Eric joined Merrill Lynch, Pierce, Fenner & Smith in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 82 advisors with offices in Monroe, and one of 73 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1809 Glenmar Ave, Monroe, LA 71201
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 Lynch, Pierce, Fenner & Smith
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
- 2022 – now
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Eric Criswell. Eric works from the Monroe, LA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 5 years. 5 years in the industry.
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 Lynch, Pierce, Fenner & Smith 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.
Other advisors nearby
LPL Financial
42yrs
Top 2% by experience in Monroe
Eagle Strategies
40yrs
Top 3% by experience in Louisiana
Summit Financial Wealth Advisors
38yrs
Top 5% by experience in Monroe
Raymond James & Associates
35yrs
Top 6% by experience in Monroe
LPL Financial
35yrs
Top 7% by experience in Monroe