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Eric William Bauer

Schwab Wealth Advisory, Inc.

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About Eric William Bauer

Eric Bauer is a registered investment advisor representative with Schwab Wealth Advisory, Inc., offering a variety of investment and financial planning services to individuals and businesses. Eric has been in the industry for over 3 years and has a proven track record of success. Eric has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Eric holds a Series 63, Series 66, Series 7 and SIE licenses and is registered to offer investment advisory services in 53 states. Eric has been employed by Schwab Wealth Advisory, Inc. since 2021. Prior to that, Eric was employed by Charles Schwab & Co., Inc. in Orlando, Florida. Eric’s expertise includes asset allocation, portfolio management and financial planning.

Firm Information

Eric Bauer 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 Bauer’s Registration & Firm History

FL

09/09/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

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Licenses & Designations

BOTH

Issued 02/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

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 William Bauer.
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