RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
34yrs
Based in Beverly Hills, California, Eric Idelson is a fiduciary financial advisor with 34 years of industry experience. Eric has been with UBS Financial Services since 1997. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in California
Office131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1997 – nowUBS Financial Services Inc.Current firm
Contact Eric
Local office(310) 859-5413Ask for Eric. (201) 352-3000Main office · Weehawken, NJ 131 South Rodeo Drive Suite 300Beverly Hills, CA 90212Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (310) 859-5413 or the UBS Financial Services main office at (201) 352-3000, and ask for Eric Idelson.
How long has Eric been a financial advisor?
Eric has been in the industry since 1992, about 34 years. Top 8% by experience in California.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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