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Advisors / Texas / Houston
47yrs

Robert Craig Eger

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Houston, TX 77002Top 1% experience in HoustonFiduciary advisor
Call the officeDirections

At a glance

Experience47 years (since 1980)
How that compares ?Top 1% for experience in Houston
Office800 Capitol ST, Houston, TX 77002
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 1983 – now
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

About Robert

How do I contact Robert?

Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Robert Craig Eger. Robert works from the Houston, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1980, about 47 years. Top 1% for experience in Houston.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert 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 Robert for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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