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Tiffany Burrows Leroy

Schwab Wealth Advisory, Inc.

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About Tiffany Burrows Leroy

Tiffany Leroy is a financial advisor with Schwab Wealth Advisory, Inc. in Wesley Chapel, Florida. Tiffany has been in the financial services industry since 2008. Tiffany has a wide range of experience, having worked at USAA Financial Advisors, Inc. and Ameriprise Financial Services, Inc. Tiffany specializes in providing financial advice to individuals and businesses. Tiffany is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 9, Series 10, and Series 66 license. Tiffany is also a Certified Financial Planner.

Firm Information

Tiffany Leroy is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Tiffany Leroy’s Registration & Firm History

FL

05/16/2023 - Present

Schwab Wealth Advisory, Inc. (Wesley Chapel FL)

FL

01/15/2016 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

VA

04/30/2008 - 12/09/2015

AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 05/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/18/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tiffany Burrows Leroy.
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