Theresa Cicerelle Smith, financial advisor Orlando FL
93 score

Theresa Cicerelle Smith

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Orlando, FL Sep 2012 - Current 4
Charles Schwab & Co, Inc. Orlando, FL Jul 2009 - Current 7
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
Contact Info for Theresa M. Cicerelle Smith
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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