Eric S Zimmerer

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2017 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 08/2013 → 05/2017
  Clemson University
  Clemson, SC
• 08/2017 → 12/2017
  Bank Of America, N.A.
  Pennington, NJ
• 08/2021 → 10/2023
  Morgan Stanley
  New York, NY
• 01/2018 → 04/2021
  Ubs Financial Services Inc
  New York, NJ
• 04/2021 → 08/2021
  Ubs Securities Llc
  New York, NY
• 11/2023 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2021-09-08 → 2023-11-22
  Morgan Stanley
  New York, NY
• 2018-01-17 → 2021-05-11
  Ubs Financial Services Inc.
  New York, NY
• 2017-10-24 → 2018-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-10-23

Other Names

• Eric Zimmerer
• Eric Sheridan Zimmerer