Eloy Jeremiah Leal

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2006 → 06/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Centennial, CO
• 11/2006 → 06/2023
  Tiaa
  Centennial, CO
• 06/2026 → Present
  Schwab Wealth Advisory
  Lone Tree, CO
• 07/2023 → 05/2026
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2023 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2007-01-08 → 2023-06-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO
  Denver, CO
  Centennial, CO
  Charlotte, NC
• 2004-10-28 → 2006-11-28
  Lpl Financial Llc
  Centennial, CO
  Littleton, CO
  Centennial, CO
  Denver, CO
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-26
• S63 Uniform Securities Agent State Law Examination
  1999-03-12

Designations

• Certified Financial Planner

Other Names

• Eloy Jeremiah Leal
• E J Leal
• Ej Leal