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Eric Gregory Scheinbaum

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

5959 Topanga Canyon Blvd, Suite 180, Woodland Hills, CA, 91367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is the CEO of Medicoverage Inc., overseeing online health insurance sales, which takes about a quarter of his time. He also owns rental property and works full-time as an advisor representative at Regal Advisory Services.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2012 - Present · 13 yrs 9 mos
Regal Advisory Services, INC.
September 1999 - Present · 26 yrs 5 mos
Osaic Wealth, INC.Broker
March 1996 - Present · 29 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.
August 1999 - September 2011 · 12 yrs 1 mo
Lazar Frederick & CompanyBroker
August 1994 - January 1996 · 1 yr 5 mos
State Registrations12 states
AZCACTFLMAMDNVNYORPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.