Tiffany Burrows Leroy

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 05/2020
  Usaa Financial Advisors, Inc
  Tampa, FL
• 12/2015 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Wesley Chapel, FL
• 05/2020 → 04/2023
  Charles Schwab Bank, Ssb
  Temple Terrace, FL
• 04/2023 → Present
  Schwab Wealth Advisory Inc
  Wesley Chapel, FL

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2016-01-15 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Norfolk, VA
• 2009-03-23 → 2015-12-09
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2008-05-30

Designations

• Certified Financial Planner

Other Names

• Tiffany Lauren Burrows
• Tiffany Lauren Burrows