Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
32yrs
Based in Woodland Hills, California, Eric Scheinbaum is a fiduciary financial advisor with 32 years of industry experience. Eric has been with Osaic Wealth since 2012; before that, Eric spent 27 years at Regal Advisory Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in California
Office5959 Topanga Canyon Blvd Suite 180, Woodland Hills, CA 91367
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowOsaic Wealth, Inc.Current firm
- 1999 – 2026Regal Advisory Services, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Osaic Wealth at 800-821-5100 and ask for Eric Scheinbaum. Eric works from the Woodland Hills, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1994, about 32 years. Top 13% by experience in California.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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