Ronald B Doweidt
Investment adviser representative at San Blas Advisory, Inc.
14 yearsExperience
1 stateRegistered in
$218.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- San Blas Advisory, Inc.Apr 2022 to now
- Prosperity Wealth Management, Inc.Jul 2021 to now
- Brokers International Financial Services, LLCNov 2018 to Jun 2021
- Investment Advisors CorpSep 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
San Blas Advisory, Inc.
$218.9MAssets managed
665Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4448533
- Firm CRD
- 296929