Eric Nathaniel Waite

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

• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE
• 10/2021 → Present
  Charles Schwab Bank, Ssb
  Omaha, NE
• 11/2019 → 05/2020
  Department Of The Navy
  Newport, RI
• 08/2015 → 05/2019
  Western Connecticut State University
  Danbury, CT
• 10/2016 → 05/2017
  Abercrombie & Fitch Co.
  Danbury, CT
• 05/2017 → 11/2017
  Yale-New Haven Health
  New Haven, CT
• 05/2019 → 10/2019
  Aon
  Norwalk, CT
• 12/2016 → 07/2017
  Ymca
  Wilton, CT
• 05/2018 → 11/2019
  Ymca
  Wilton, CT
• 05/2020 → 09/2021
  Ymca
  Wilton, CT
• 12/2024 → Present
  Charles Schwab Premier Bank
  Omaha, NE
• 12/2024 → Present
  Charles Schwab Trust Bank
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-24
• S63 Uniform Securities Agent State Law Examination
  2022-10-21

Other Names

• Eric Waite