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Eric Gerard Baytala

Schwab Wealth Advisory, Inc.

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About Eric Gerard Baytala

Eric Gerard Baytala is a financial advisor with Schwab Wealth Advisory, Inc. based in Chicago, Illinois. He has been in the financial services industry since 2009. Eric has a broad range of experience and holds the Series 7, Series 63, and Series 66 securities licenses. He is also a Certified Financial Planner and Chartered Financial Consultant. Eric specializes in portfolio management for businesses and individuals. He is registered to provide investment advisory services in Illinois, Pennsylvania, and Texas.

Firm Information

Eric Baytala 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 Baytala’s Registration & Firm History

IL

05/01/2023 - Present

Schwab Wealth Advisory, Inc. (Chicago IL)

DE

01/20/2010 - 10/06/2014

FIDELITY BROKERAGE SERVICES LLC (WILMINGTON DE)

IL

03/11/2009 - 11/02/2009

FORTIS CLEARING AMERICAS LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2009

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 Gerard Baytala.
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