Eric Chu
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Eric Chu is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he serves as a senior partner of Nan/Chu & Associates. In this role, he collaborates with a team of financial professionals to provide banking solutions and investment advisory services. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, focusing on areas such as college education planning, family wealth management strategies, and legacy planning.
Eric holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. He earned his bachelor's degree from the University of California system and completed further education through The University of Chicago Booth School of Business. His expertise includes overseeing the management and distribution of family wealth, establishing estate and trust accounts, accessing fiduciary agency advisory services, and developing tax-sensitive wealth management and trust tax preparation strategies.
Outside of his professional duties, Eric participates in community organizations including Merced Sunrise Rotary and the University Friend's Circle. His personal interests include chess, golfing, and skiing. Fluent in English and Chinese, he engages with clients and community members across diverse backgrounds.
Bank of AMerica, N.A.
2016 - Present (10 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2016 - Present (10 years)
Panasonic Silicon Valley Labs
2015 - 2016 (1 year)
University of California Merced Microfinance Group
2013 - 2016 (3 years)
University of California Merced
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")