Eric Gerard Davis
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
17 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJun 2026 to now
- United Planners Financial ServicesJun 2026 to now
- Ameriprise Financial Services LLCJun 2024 to Jun 2026
- Morgan Stanley Private Bank, National AssociationJun 2015 to Jun 2024
- Morgan Stanley Private Bank, N.AMar 2015 to Jun 2024
- Morgan Stanley Smith BarneyJun 2009 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2409535
- Firm CRD
- 20804