Eric Munro
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab Bank, SsbApr 2025 to now
- Equitable Advisors, LLCApr 2021 to Mar 2025
- Insight GlobalJul 2019 to Jun 2021
- Edward Rose & SonsJan 2019 to Jul 2019
- J.C. PenneyAug 2015 to May 2018
- Horticulture ServicesMay 2015 to Aug 2018
- Full-time EducationAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7363477
- Firm CRD
- 5393