Eric M. Becker
Professional summary
Eric Michael Becker, CFA, who also goes by Eric Becker, is a registered financial advisor currently at CLEAN YIELD ASSET MANAGEMENT located in Norwich, Vermont.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Eric has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Michael Becker's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2009 - Present
CLEAN YIELD ASSET MANAGEMENT
Office #1: 16 Beaver Meadow Rd., Norwich, VT 05055May 14, 1994 - November 3, 2009
TRILLIUM ASSET MANAGEMENT
Primary Firm SEC Registration
CLEAN YIELD ASSET MANAGEMENT
CRD#: 104826 / SEC#: 801-28225
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/22/2009)
(12/3/2009)
(11/30/2009)
(3/3/2010)
(11/25/2009)
Current Firm
CLEAN YIELD ASSET MANAGEMENT
CRD#: 104826 / SEC#: 801-28225
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 645 |
| AUM (Assets Under Management) | $ 538,765,642 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CLEAN YIELD ASSET MANAGEMENT
CRD#: 104826Norwich, VT 05055TRUST BUT VERIFY
Monitor Eric Becker
Get automatic monthly alerts on:
