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Eric Vincent Schmid

Ted Buchan & Company

San Diego, CA

CRD 6761692

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Employer firm

Ted Buchan & Company CRD 140722

$413M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Ted Buchan & Company

12396 World Trade Drive Suite 112, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-02-23
  • CA RA
    APPROVED
    Since 2017-02-23

Branch Locations

12396 World Trade Drive Suite 112, San Diego, CA 92128 • 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
Ted Buchan & Company San Diego CA 10/2016 12/2016
Ted Buchan & Company San Diego CA 01/2012 09/2016
Ted Buchan & Company San Diego CA 01/2017 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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