Theresa Cicerelle SmithCRD Number: 5523521
Current Firm: Schwab Private Client Investment Advisory, Inc.
Theresa Cicerelle Smith (CRD# 5523521) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Sep 2012 - Current||5|
|Charles Schwab & Co, Inc.||Orlando, FL||Jul 2009 - Current||8|
|Unemployed||Winter Park, FL||Jan 2009 - Jun 2009||< 1|
|Morgan Stanley||Orlando, FL||Apr 2008 - Dec 2008||< 1|
|Unemployed||Winter Park, FL||Jan 2008 - Apr 2008||< 1|
|University Of Central Florida||Orlando, FL||Aug 2003 - Dec 2007||4|
|Barrett Farm Of Florida, Inc.||Oviedo, FL||May 2000 - Oct 2007||7|
|Town And Country Veterinary Clinic||Oviedo, FL||Jul 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV