C.eric Buonassisi
Professional summary
C.eric Buonassisi, who also goes by Charles Eric Buonassisi, is a registered financial advisor currently at FOREST HILL FINANCIAL ADVISORY GROUP LLC located in San Francisco, California.
C.eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. C.eric has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view C.eric Buonassisi's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2006 - Present
FOREST HILL FINANCIAL ADVISORY GROUP LLC
Office #1: 469 Pacheco Street Ste. 200, San Francisco, CA 94116November 1, 2002 - April 13, 2006
UBS FINANCIAL SERVICES INC.
October 11, 2002 - April 13, 2006
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/11/2006)
Exams
Current Firm
FOREST HILL FINANCIAL ADVISORY GROUP LLC
CRD#: 141274 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 20,233,370 |
Red Flags
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