Eric Schuler (CRD# 6984576) is an Investment Advisor Representative working at Schuler Capital Management LLC in Sonoma, CA and has over 6 years of experience in the finance industry.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4665051
Bickford Investment Management Services
CRD# 4586514
Magnum Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schuler Capital Management LLC | Sonoma, CA | Jul 2017 - Current | 6 |
| Elevate Industries | Sonoma, CA | Jan 2015 - Dec 2017 | 2 |
| San Ramon Dental Laboratory, Inc. | San Ramon, CA | Mar 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$1,250,758
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA
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