Eduardo Antonio Montiel is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-02-16 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2022-12-08 | 2024-01-24 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2022-03-01 | 2022-11-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-02-19 | 2022-03-15 | — |