Eric Schoener (CRD# 2445794) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 30 years of experience in the finance industry. Eric Schoener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresset Asset Management, LLC | Reston, VA | Jul 2020 - Current | 3 |
| Pagnato Karp Partners, LLC | Reston, VA | Mar 2016 - Jul 2020 | 4 |
| Hightower Securities LLC | Reston, VA | Dec 2014 - Feb 2016 | 1 |
| Hightower Advisors LLC | Reston, VA | Dec 2014 - Feb 2016 | 1 |
| M&t Bank | Washington, DC | Nov 2011 - Dec 2014 | 3 |
| M&t Securities | Washington, DC | Nov 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- TX
- VA
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Total Assets Under Management43,670MILLIONS
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Total Number of Accounts3,929ACCOUNTS
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Average Account Value$11,114,819
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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