Eric V. Schmid

TED BUCHAN & COMPANY

San Diego, CA 92128

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CRD#: 6761692

Professional summary

Eric Vincent Schmid, AIF®, CFP® is a registered financial advisor currently at TED BUCHAN & COMPANY located in San Diego, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Vincent Schmid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

February 23, 2017 - Present

TED BUCHAN & COMPANY

Office #1: 12396 World Trade Drive Suite 112, San Diego, CA 92128

RIA

CRD#: 140722

San Diego, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TED BUCHAN & COMPANY

TED BUCHAN & COMPANY | TED BUCHAN & COMPANY, LLC

CRD#: 140722 / SEC#: 801-113273

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

California

Registered Investment Advisory firm - (6/24/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/25/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TED BUCHAN & COMPANY

TED BUCHAN & COMPANY | TED BUCHAN & COMPANY, LLC

CRD#: 140722 / SEC#: 801-113273

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

California

Registered Investment Advisory firm - (6/24/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/25/2018 Terminated)

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Contact information

Main Address

12396 World Trade Drive Suite 112, San Diego, CA 92128

Mailing Address

Phone number

(858) 605-0686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (7/2/2025)

Regulatory assets under management

Total Number of Accounts	1,155
AUM (Assets Under Management)	$ 347,256,135

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric V. Schmid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Vincent Schmid's CRS (Customer Relationship Summary).

Certified licenses

Experience

TED BUCHAN & COMPANY

Primary Firm SEC Registration

TED BUCHAN & COMPANY

State Registrations and Notice Filings

Exams

Current Firm

TED BUCHAN & COMPANY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TED BUCHAN & COMPANY

TRUST BUT VERIFY

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