Eric Mason Burns

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2018
  Ubs Financial Services Inc.
  Vienna, VA
• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2018 → 03/2021
  Sands Capital Management
  Arlington, VA
• 07/2021 → Present
  Bank Of America, N.A.
  Los Angeles, CA

Previous Registrations

• 2014-05-08 → 2018-09-06
  Ubs Financial Services Inc.
  Mclean, VA
• 2011-12-06 → 2012-05-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2021-06-30

Other Names

• Eric M Burns
• Eric Mason Burns
• Eric Mason Mason Burns