Eric Schenker

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1989 → Present
  Schenker & Piatt Cpa
  Santa Barbara, CA
• 03/1989 → Present
  Eric Schenker Cpa
  Santa Barabara, CA
• 08/2008 → 09/2025
  Avantax Investment Services, Inc.
  Santa Barbara, CA
• 05/1989 → Present
  Rental Property B
  Santa Barbara, CA
• 08/2014 → 03/2023
  Rental Property A
  Santa Barbara, CA
• 12/2024 → 09/2025
  Avantax Advisory Services
  Santa Barbara, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-29 → 2025-09-05
  Avantax Advisory Services
  Santa Barbara, CA
  Dallas, TX

Other Businesses

1) Eric M. Schenker CPA~'NIR'~3887 State Street , Suite 206~Santa Barbara~CA~93105~Tax Preparation/Accounting~Owner/Sole Proprietor~3/1/1989~35hrs~15hrs~CPA

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-24

Designations

• Personal Financial Specialist

Other Names

• Eric Mark Schenker