Eric Becker has been Secretary of Clean Yield Group since October 2012, is a control person of the firm and directly owns between 25% and 50% of it. Eric Becker holds a B.A. in comparative religion from Haverford College.
Clean Yield Group Inc is a Norwich, VT firm with $571M under management, 257 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Eric Becker is Partner and Portfolio Manager of Clean Yield. He manages client portfolios and oversees the firm's investment and portfolio management discipline. He has been engaged in social and environmental investing since 1993 and joined Clean Yield in 2009 after 16 years as an equity analyst and portfolio manager for Trillium Asset Management in Boston.
Eric Becker’s longest registration is the current one, 16 years at Clean Yield Group since 2009. Before joining Clean Yield Group in 2009, Eric Becker was registered through Trillium Asset Management Corp.
- Clean Yield Asset ManagementCurrent– present · 16 yearsNorwich, VT · Adviser representative · Firm CRD 104826
- Trillium Asset Management Corp.– · 15 yearsBoston, MA · Adviser representative · Firm CRD 110901
Professional designations
Listed by Clean Yield Group
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Eric Becker is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from November 2009; the most recent is Texas, in March 2010.
- CaliforniaSince 22 December 2009
- MassachusettsSince 3 December 2009
- New HampshireSince 30 November 2009
- TexasResidentSince 3 March 2010
- VermontSince 25 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric Michael Becker
- CRD
- 2641732
- Firm
- Clean Yield Group · CRD 104826
- Role
- Secretary
- Office
- 16 BEAVER MEADOW RD., Norwich, VT 05055
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cleanyield.com
Where does Eric Becker work?
Eric Becker has been Secretary of Clean Yield Group Inc since October 2012, and is a control person of the firm.
Is Eric Becker a financial advisor?
Yes. Eric Becker has a current investment-adviser registration in California, Massachusetts, New Hampshire, Texas and Vermont, through Clean Yield Group since November 2009.
How many years of experience does Eric Becker have?
Eric Becker has 32 years in the financial industry, since June 1994, across 2 adviser firms.
What exams has Eric Becker passed?
Eric Becker passed the Series 65 in July 1995.
Where did Eric Becker work before Clean Yield Group?
Before Clean Yield Group, Eric Becker was registered through Trillium Asset Management Corp., May 1994 to November 2009.
Where is Eric Becker based?
Eric Becker’s registered office is in Norwich, VT.
Is Eric Becker registered with FINRA?
No. Eric Becker has no current broker registration.
Is Eric Becker a CFA charterholder?
Clean Yield Group lists Eric Becker with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Eric Becker’s record?
Search CRD 2641732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Becker’s full registration record.
