Eric Borsoni is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-15 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-03-07 | 2025-04-22 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2018-11-07 | 2022-01-04 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2016-11-23 | 2018-07-25 | — |
| NUVEEN ASSET MANAGEMENT, LLC | 2014-10-10 | 2016-10-19 | — |
| RYDEX ADVISORY SERVICES, LLC | 2009-01-26 | 2010-09-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001-07-17 | 2002-09-26 | — |