Raquel Schiavon
Investment adviser representative at Proxy Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$83.3MFirm assets
3 yearsFirm 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
11 years in the industry.
- Proxy Wealth Advisors LLCJul 2025 to now
- Internexus IndianaJun 2025 to now
- Proxy Weatlh Advisors LLCJan 2025 to now
- Self-employedOct 2020 to Dec 2024
- UnemployedDec 2015 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 8125563
- Firm CRD
- 298080