Eric Green
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- UBS Financial Services, IncJan 2024 to now
- Procrease GoaltendingOct 2023 to Dec 2023
- UnemployedAug 2023 to Oct 2023
- Birchwood Country ClubMay 2023 to Aug 2023
- Equitable Advisors - the Connecticut GroupMay 2022 to Aug 2022
- Suny Oswego Department of Campus LifeJan 2022 to Mar 2023
- Equitable AdvisorsMay 2021 to Aug 2021
- Suny OswegoAug 2020 to Aug 2023
- The Cue Restaurant and CateringMay 2020 to Aug 2020
- University of Massachusetts LowellAug 2018 to May 2020
- UnemployedMay 2018 to Aug 2018
- Northfield Mount Hermon SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7404588
- Firm CRD
- 8174