Eric Schwieterman, financial advisor Willard OH
87 score

Eric Schwieterman

CRD Number: 5938235
Current Firm: Commonwealth Financial Network

Eric Schwieterman (CRD# 5938235) is an Investment Advisor Representative working at Commonwealth Financial Network in Willard, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2014 - Current 2
Ashland University Ashland, OH Sep 2010 - May 2014 3
Raymond James Bellevue, OH May 2011 - Dec 2013 2
St. Paul High School Norwalk, OH Aug 2007 - Jun 2011 3
St. Paul Middle School Norwalk, OH Jun 2004 - Jun 2007 3

Eric Schwieterman has no recent exams reported.
Contact Info for Eric M. Schwieterman
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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