Eric Feingold

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/1997 → 08/2019
  Citigroup Global Markets Inc.
  New York, NY
• 08/2019 → 07/2025
  Prime Franchise Consulting
  Bedford, NY
• 08/1997 → 08/2019
  Citigroup
  New York, NY
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Mount Kisco, NY
• 08/2025 → Present
  Charles Schwab Bank, Ssb
  Mount Kisco, NY

Other Businesses

1) The Patch Boys | Investment Related:No||Construction - Residential/Commercial/Office|Owner|2019-07-01|Less than 20|0|I own this business, it's part time and i have very little involvement. I am trying to sell it. in the meantime, i have a friend that will run the day to day if there is a job to do., 2) Schooley Mitchell | Investment Related:No||Other|owner|2021-09-01|Less than 20|0|This is passive, one client that pays monthy until contract ends

Exams

• S66 Uniform Combined State Law Examination
  2025-07-23
• S63 Uniform Securities Agent State Law Examination
  1995-08-16

Other Names

• Eric Scott Feingold