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Eric Chiyao Chang

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-18
AZ RA APPROVED 2022-05-05
  • TX RA
    APPROVED
    Since 2022-11-18
  • AZ RA
    APPROVED
    Since 2022-05-05

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 08/2014 04/2022
Bank Of America, N.A. Chandler AZ 08/2014 04/2022
Charles Schwab & Co., Inc. Phoenix AZ 04/2022 Present
Schwab Wealth Advisory Inc Phoenix AZ 04/2022 Present
Previous Registrations
Other Businesses

1) Rental Property | Investment Related:No|2409 W Megan St|Chandler|AZ|85224|United States|Real Estate (Non-Agent/Broker)|Rental Home Owner|10/1/2017|Less than 20|0|Manage rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-15
  • S66 Uniform Combined State Law Examination
    2014-10-15
Other Names
  • Eric Chang
  • Eric C Chang
  • Eric Chyad Chang

View on SEC IAPD

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JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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