Theotime Ruddy raniery Desmulier
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
13 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co, IncNov 2025 to now
- RehmannAug 2022 to Nov 2025
- Raymond James Financial Services Advisors, Inc.Sep 2020 to Aug 2022
- Raymond James Financial Services, Inc.Sep 2020 to Aug 2022
- Raymond James Financial Services / Keiron PartnersSep 2019 to Sep 2020
- Raymond James Financial Services, Inc.Apr 2018 to Aug 2019
- AmwaySep 2017 to Apr 2018
- UnemployedJul 2017 to Sep 2017
- The Walt Disney WorldFeb 2017 to Jun 2017
- Soho Urban FoodOct 2016 to Jan 2017
- Estice International Business SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6938815
- Firm CRD
- 159035