Eric Lee Cantwell

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

• 09/2017 → 11/2017
  National Securities Corp
  Jupiter, FL
• 05/2017 → 08/2017
  Raymond James
  Jupiter, FL
• 08/2016 → 05/2017
  Dive Bar
  Jupiter, FL
• 09/2018 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
• 10/2017 → 08/2018
  Dive Bar
  Jupiter, FL
• 11/2018 → 05/2020
  Bank Of America, N.A.
  Jupiter, FL
• 07/2020 → Present
  Charles Schwab & Co., Inc.
  Palm Beach Gardens, FL
• 07/2020 → Present
  Charles Schwab Bank, Ssb
  Palm Beach Gardens, FL

Previous Registrations

• 2019-02-01 → 2020-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL

Other Businesses

1) Rental Property | Investment Related:No|136 Doe Trail|Jupiter|FL|33458|USA|Real Estate (Non-Agent/Broker)|Property Owner|8/1/2022|Less than 20|0|Manage Property Rental

Exams

• S66 Uniform Combined State Law Examination
  2019-01-30

Other Names

• Eric L Cantwell
• Eric Lee Cantwell
• Eric Cantwell