Eric Cantwell, financial advisor West Palm Beach FL

Eric Cantwell

CRD Number: 6789258
Current Firm: Charles Schwab & Company, Inc.

Eric Cantwell (CRD# 6789258) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Palm Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. West Palm Beach, FL Jul 2020 - Current 3
Charles Schwab Bank, Ssb West Palm Beach, FL Jul 2020 - Current 3
Bank Of America, N.a. Jupiter, FL Nov 2018 - May 2020 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter, FL Sep 2018 - May 2020 1
Dive Bar Jupiter, FL Oct 2017 - Aug 2018 < 1
National Securities Corp Jupiter, FL Sep 2017 - Nov 2017 < 1
Raymond James Jupiter, FL May 2017 - Aug 2017 < 1
Dive Bar Jupiter, FL Aug 2016 - May 2017 < 1
J.j. Taylor Companies Jupiter, FL Jun 2016 - Aug 2016 < 1
Dive Bar Jupiter, FL Jun 2010 - May 2016 5
Oasis Miami, FL Apr 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Eric L. Cantwell
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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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