Edward Jones
46yrs
Top advisor by experience in Sonoma
9yrs
Eric Schuler has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Sonoma, California. Eric has been with Schuler Capital Management since 2018. Schuler Capital Management offers investment management and is paid through a percentage of assets.
One of 57 advisors with offices in Sonoma, and one of 50 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeSonoma, CA
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.79 million
States licensed ?1 state
Services through Schuler Capital Management
Investment management for individuals and small businessesNewsletters and publications
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowSchuler Capital Management LLCCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Schuler Capital Management at (415) 760-0211 and ask for Eric Schuler. Eric works from the Sonoma, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Eric hold?
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?
Schuler Capital Management reports being paid by a percentage of the assets they manage. 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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