Eileen Bader, financial advisor Milpitas CA

Eileen Bader

CRD Number: 4170042
Current Firm: Charles Schwab & Company, Inc.

Eileen Bader (CRD# 4170042) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Milpitas, CA Sep 2021 - Current 2
Charles Schwab & Company, Inc. Milpitas, CA Sep 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Apr 2020 - Sep 2021 1
Ubs Financial Services Inc. San Francisco, CA Sep 2016 - Apr 2020 3
Morgan Stanley Smith Barney San Francisco, CA Jun 2009 - Sep 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Eileen Bader
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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