Alpha Wealth Management Group
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Experience

Makes all the difference

Eric Susantio

Senior Vice President–Wealth Management

Senior Portfolio Manager

CA Insurance License #0H48103

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • ME
  • MI
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA

Eric Susantio

Credentials

  • Senior Portfolio Manager

Eric Susantio

355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

Eric Susantio

Senior Vice President–Wealth Management

Senior Portfolio Manager

CA Insurance License #0H48103

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • ME
  • MI
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

eric.susantio@ubs.com
Eric Susantio
355 Santana Row,San Jose,CA,95128

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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