Erin Britton, financial advisor Pittsburgh PA

Erin Britton

CRD Number: 5735564
Current Firm: Ubs Financial Services Inc.

Erin Britton (CRD# 5735564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Pittsburgh, PA Mar 2018 - Current 4
Ubs Financial Services Inc. Pittsburgh, PA Dec 2016 - Mar 2018 1
Ubs Securities New York, NY Jan 2014 - Nov 2016 2
Ubs Securities Stamford, CT Nov 2009 - Jan 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Erin L. Britton
Phone Number: 201-352-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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