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Eric Peiyuan Meng

UBS Asset Management (us) Inc.

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About Eric Peiyuan Meng

Eric Meng is a Financial Advisor at UBS Asset Management (us) Inc. based in New York, New York. Eric has a strong background in financial services, having previously worked at Credit Suisse Securities (USA) LLC. Eric has passed the Series 7TO, Series 63 and SIE exams, and is registered with FINRA and the state of New York. Eric is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Eric Meng is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (us) Inc. is a corporation formed in May 1977 and is approved in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 1 approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Meng’s Registration & Firm History

NY

05/01/2024 - Present

UBS Asset Management (us) Inc. (New York NY)

NY

07/25/2020 - 05/01/2024

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Peiyuan Meng.
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