Eli Pao, financial advisor Soquel CA

Eli Pao

CRD Number: 2670790
Current Firm: Charles Schwab & Company, Inc.

Eli Pao (CRD# 2670790) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Soquel, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Eli Pao Del Rey Oaks, CA Feb 2013 - Current 11
Charles Schwab Bank Ssb Soquel, CA Feb 2005 - Current 19
Charles Schwab & Company, Inc. Soquel, CA Jun 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Eli C. Pao
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
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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