# Eric Borsoni

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-12-15 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-03-07 | 2025-04-22 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2018-11-07 | 2022-01-04 | — |
| [NEW YORK LIFE INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/109591) | 2016-11-23 | 2018-07-25 | — |
| [NUVEEN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155584) | 2014-10-10 | 2016-10-19 | — |
| [RYDEX ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/132735) | 2009-01-26 | 2010-09-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2001-07-17 | 2002-09-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4378834)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4378834.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.