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Eric Edward Berndt

Schwab Wealth Advisory, Inc.

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About Eric Edward Berndt

Eric Edward Berndt is a financial advisor with Schwab Wealth Advisory, Inc. Eric has been in the financial industry since December 18, 2010 and has a Series 66, Series 7 and SIE license. Eric is also a Certified Financial Planner. Eric has been registered with Schwab Wealth Advisory, Inc. since June 2014. Prior to joining Schwab Wealth Advisory, Inc. Eric was registered with USAA FINANCIAL ADVISORS, INC. and EDWARD JONES. Eric is currently registered with the state of Colorado and Texas and has been registered with 28 other states. Eric specializes in helping individuals and businesses with their financial planning and portfolio management needs.

Firm Information

Eric Berndt 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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Eric Berndt’s Registration & Firm History

CO

01/08/2020 - Present

Schwab Wealth Advisory, Inc. (PARKER CO)

CO

01/12/2011 - 06/26/2014

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

MO

09/08/2004 - 10/25/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/03/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric Edward Berndt.
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