Ronald Joseph Searles
Investment adviser representative at Fitzwilliams Wealth Management Inc.
16 yearsExperience
2 statesRegistered in
$123.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Fitzwilliams Wealth Management, Inc.May 2023 to now
- Fitzwilliams Financial, Inc.Jan 2021 to now
- MerckJan 2010 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, VA).
Fitzwilliams Wealth Management Inc.
$123.5MAssets managed
634Clients
7Advisers
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
- 7733669
- Firm CRD
- 312192