Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
25yrs
Eric Rosner
Financial advisor at UBS Financial Services
Eric Rosner has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Washington, District of Columbia. After a year at Commonwealth Financial Network and three years at Ameriprise Financial Services, Eric joined UBS Financial Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors in District of Columbia
Office1700 M Street NM 5th Floor, Washington, DC 20036
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowUBS Financial Services Inc.Current firm
- Oct 2016 – Jun 2017Commonwealth Financial NetworkPreviously
- 2001 – 2004Ameriprise Financial Services, LLCPreviously
Contact Eric
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Eric. 1700 M Street NM 5th FloorWashington, DC 20036Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 UBS Financial Services at (201) 352-3000 and ask for Eric Rosner. Eric works from the Washington, DC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 25 years. More experience than 73% of advisors in District of Columbia.
What licenses does Eric hold?
Series 66. 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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