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Claire Ramzy Dwyer

Schaeffer Financial LLC

Rockville, MD

Jacksonville, FL

CRD 6570914

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Employer firm

Schaeffer Financial LLC CRD 133697

$258M regulatory AUM 247 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Schaeffer Financial Llc

4612 Great Oak Road, Rockville, MD 20853 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

4612 Great Oak Road, Rockville, MD 20853 • United States

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schaeffer Financial, Llc Rockville MD 09/2015 Present
Designations
  • Certified Financial Planner
Other Names
  • Claire Barkett

View on SEC IAPD

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Nearby Offices

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