Eric Borsoni
Eric Borsoni is a registered investment advisor at Schwab Wealth Advisory, INC., based in Lutherville, MD, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
Lutherville, MD
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Regulatory History
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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Eric is a member of the advisory board for Harlem Lacrosse of Baltimore and a board member for the Maryland Lacrosse League. He advises on programming, grant applications, fundraising, training, and league/team quality, dedicating minimal time to each.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Charles Schwab & CO., INC.
Morgan StanleyBroker
Morgan Stanley
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
Rydex Advisory Services, LLC
Rydex Distributors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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