Eric Burns, financial advisor Vienna VA
90 score

Eric Burns

CRD Number: 5975298
Current Firm: Ubs Financial Services Inc.

Eric Burns (CRD# 5975298) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Vienna, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Vienna, VA Apr 2014 - Current 2
Dixon Hughes Goodman Rockville, MD Jan 2014 - Apr 2014 < 1
Unemployed Springfield, VA Jul 2013 - Dec 2013 < 1
T3 Trading Group New York, NY Jun 2013 - Jul 2013 < 1
Schonfeld Group New York, NY Jun 2012 - May 2013 < 1
Bank Of America, N.a. Washington Dc, DC Jan 2012 - Jun 2012 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Washington Dc, DC Aug 2011 - Jun 2012 < 1
Christopher Newport University Newport News, VA Aug 2008 - Aug 2011 3
Uno's Chicago Grill Alexandria, VA Apr 2008 - Aug 2008 < 1
Christopher Newport University Newport News, VA Aug 2007 - Apr 2008 < 1
West Springfield Hs West Springfield, VA Sep 2003 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Eric M. Burns
Phone Number: 201-352-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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