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Eduardo Antonio Montiel

Schwab Wealth Advisory, Inc.

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About Eduardo Antonio Montiel

Eduardo Antonio Montiel is a financial advisor with over 4 years of experience in the financial services industry. Eduardo has a Series 66, Series 7TO, Series 9, and SIE license. Eduardo currently works at Schwab Wealth Advisory, Inc., a firm with over 141,801 clients. Eduardo is registered in 53 states. Previously, Eduardo worked at Concourse Financial Group Securities, Inc. and WELLS FARGO CLEARING SERVICES, LLC. Eduardo specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Eduardo Montiel is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Eduardo Montiel’s Registration & Firm History

FL

02/16/2024 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

FL

12/07/2022 - 01/24/2024

WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)

FL

02/28/2022 - 11/21/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (LONGWOOD FL)

FL

01/14/2020 - 03/15/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)

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Licenses & Designations

BOTH

Issued 02/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eduardo Antonio Montiel.
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