Eric Nielsen, financial advisor Phoenix AZ

Eric Nielsen

CRD Number: 5326453
Current Firm: Schwab Wealth Advisory, Inc.

Eric Nielsen (CRD# 5326453) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Current 12
Charles Schwab & Co, Inc. Phoenix, AZ Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Eric R. Nielsen
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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