Otto & Associates
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Top 22% by experience in Norwich
32yrs
Eric Becker
Full name on record: Eric Michael Becker
Financial advisor at Clean Yield Asset Management
Eric Becker is a fiduciary financial advisor in Norwich, Vermont, with 32 years in the industry. Eric joined Clean Yield Asset Management in 2009, after 15 years at Trillium Asset Management. Eric holds the CFA designation.
One of 9 advisors with offices in Norwich, and one of 6 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top advisor by experience in Norwich
Office16 Beaver Meadow Rd., Norwich, VT 05055
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$2.22 million
Advisors at the firm6
States licensed ?2 states
Services through Clean Yield Asset Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowClean Yield Asset ManagementCurrent firm
- 1994 – 2009Trillium Asset ManagementPreviously
Contact Eric
(802) 526-2525Clean Yield Asset Management main office 16 Beaver Meadow Rd.Norwich, VT 05055Office · Get directions Firm websiteHTTP://WWW.CLEANYIELD.COM
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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?
- 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 Clean Yield Asset Management at (802) 526-2525 and ask for Eric Becker. Eric works from the Norwich, VT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1994, about 32 years. Top advisor by experience in Norwich.
What licenses does Eric hold?
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?
Clean Yield Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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