ES
CFP
ES
CFP
Eric Soiland
39 Years of Experience
Brentwood, CA
2 DisclosuresBroker
Eric Soiland is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Brentwood, CA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Brentwood, CA
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022Denied
Customer Dispute
July 2015Denied
Other Business Activities
Eric is a co-trustee for his parents' trusts and owns 100% of Soiland Wealth Management LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
April 2020 - Present · 6 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2007 - April 2020 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2007 - April 2020 · 12 yrs 6 mos
Citigroup Global Markets INC.
June 1998 - November 2007 · 9 yrs 5 mos
Citigroup Global Markets INC.Broker
May 1998 - November 2007 · 9 yrs 6 mos
Dean Witter Reynolds INC.Broker
January 1989 - June 1998 · 9 yrs 5 mos
Graystone Nash, INC.Broker
November 1987 - January 1989 · 1 yr 2 mos
The Stuart-James Company, INC.Broker
November 1986 - November 1987 · 1 yr
State Registrations13 states
AZCACOFLIDNVNYOHORTNUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.