Eric Alaniz
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab BankApr 2025 to now
- Charles Schwab Premier BankApr 2025 to now
- Charles Schwab Trust BankApr 2025 to now
- UnemployedMar 2024 to Mar 2025
- First National Advisers, LLCJan 2022 to Mar 2024
- Cumberland Hill Capital ManagmentJan 2018 to Jan 2022
- Madden Asset ManagementJan 2018 to Jan 2022
- Hd Vest Advisory ServicesApr 2017 to Dec 2017
- 1st Global Capital CorpDec 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2974976
- Firm CRD
- 5393