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Eduardo Camacho

Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.

Other

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Schwab Wealth Advisory, Inc.Dec 2024 to now
  2. Charles Schwab & Co., Inc.Nov 2019 to now
  3. Charles Schwab Bank, SsbNov 2019 to Dec 2024
  4. Blakeslee & BlakesleeJan 2019 to Aug 2019
  5. EnterpriseMay 2017 to Jan 2019
  6. MindbodyJan 2017 to May 2017
  7. California State University ChicoAug 2014 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

Schwab Wealth Advisory, Inc.

$0Assets managed
0Clients
1,680Advisers
14 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
7201102
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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