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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schoener is a financial advisor with Cresset Asset Management, LLC. Eric has been in the financial industry since 1994 and has a strong background in investment management and financial planning. Eric has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric holds the Series 7, 8, 31, 63 and 66 licenses, as well as the Certified Financial Planner designation. Eric is also a registered investment advisor representative in Texas and Virginia. Prior to joining Cresset Asset Management, LLC, Eric worked at Hightower Securities, LLC and M&T Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/09/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
VA
12/15/2014 - 03/10/2016
HIGHTOWER SECURITIES, LLC (RESTON VA)
DC
02/15/2012 - 12/26/2014
M&T SECURITIES, INC. (WASHINGTON DC)
DC
12/18/2009 - 11/08/2011
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
VA
10/23/2009 - 10/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)
VA
02/27/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
CT
08/23/2005 - 03/03/2008
UST SECURITIES CORP. (STAMFORD CT)
TX
03/09/1995 - 06/09/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/28/1994 - 12/19/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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