• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
ERIC MICHAEL MERRIFIELD
CRD#: 4170903
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 50 DERBY ST, STE 100
HINGHAM, MA 02043-3740
Registration History
20002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2000 - Present (24 years)BNATIONAL FINANCIAL SERVICES LLC (CRD# 13041)2000 - 2005 (5 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2000 - 2000 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2003 - 2018 (15 years)IAFIDELITY PERSONAL TRUST COMPAN... (CRD# 109516)2005 - 2007 (1 year)
License(s)

State Registrations

B
Arizona 4/18/2005

B
Ohio 1/10/2014

B
California 4/18/2005

B
Oregon 3/4/2022

B
Colorado 5/28/2019

B
Pennsylvania 3/12/2020

B
Connecticut 1/3/2020

B
Rhode Island 4/18/2005

B
Florida 4/18/2005

B
South Carolina 4/18/2005

B
Kansas 3/4/2022

B
Tennessee 11/30/2017

B
Maine 4/18/2005

IA
Texas 7/13/2018

B
Massachusetts 10/11/2000

B
Texas 3/12/2020

IA
Massachusetts 7/13/2018

B
Utah 3/4/2022

B
Michigan 7/8/2022

B
Vermont 1/8/2019

B
New Hampshire 8/11/2004

B
Virginia 3/4/2022

B
New Jersey 4/18/2005

B
Washington 3/4/2022

B
New York 4/18/2005

B
Wisconsin 4/23/2020

B
North Carolina 3/4/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
50 DERBY ST, STE 100, HINGHAM, MA 02043-3740
NORWELL, MA
Registered with this firm since 10/11/2000

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/12/2003 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) HINGHAM, MA
IA
04/27/2005 - 03/28/2007 FIDELITY PERSONAL TRUST COMPANY, FSB (CRD#:109516) MERRIMACK, NH
B
08/08/2000 - 12/05/2005 NATIONAL FINANCIAL SERVICES LLC (CRD#:13041) BOSTON, MA
B
06/08/2000 - 08/08/2000 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.