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16 Beaver Meadow Rd., Norwich, VT 05055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| VT | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2010-03-03 |
| MA | RA | APPROVED | 2009-12-03 |
| NH | RA | APPROVED | 2009-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clean Yield Asset Management | Greensboro | VT | 10/2009 | Present |
Eric serves as a Trustee for Sterling College and sits on the finance committee, which includes investment oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
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