Eric Nathaniel Waite
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Charles Schwab Premier BankDec 2024 to now
- Charles Schwab Trust BankDec 2024 to now
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2021 to now
- YmcaMay 2020 to Sep 2021
- Department of the NavyNov 2019 to May 2020
- AonMay 2019 to Oct 2019
- YmcaMay 2018 to Nov 2019
- Yale-new Haven HealthMay 2017 to Nov 2017
- YmcaDec 2016 to Jul 2017
- Abercrombie & Fitch Co.Oct 2016 to May 2017
- Western Connecticut State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, NE, 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
- 7458007
- Firm CRD
- 5393