Tiffany Burrows Leroy
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Tiffany Burrows Leroy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2023 to now
- Charles Schwab & Co., Inc.May 2020 to now
- Charles Schwab Bank, SsbMay 2020 to Apr 2023
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncDec 2015 to May 2020
- USAA Financial Planning ServicesDec 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn 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
- 5388891
- Firm CRD
- 159035