Denis Ezekiel Cronin

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

• 10/2015 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL
• 08/2016 → 08/2021
  Bank Of America, N.A.
  Daytona Beach, FL
• 09/2021 → 03/2022
  Raymond James Financial Services
  Deland, FL
• 09/2021 → 03/2022
  Raymond James Financial Services Advisors
  Deland, FL
• 08/2021 → 03/2022
  Fleishel Financial Associates, Inc.
  Deland, FL
• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Ormond Beach, FL
• 04/2022 → Present
  Schwab Wealth Advisory, Inc.
  Ormond Beach, FL

Previous Registrations

• 2021-09-10 → 2022-05-17
  Raymond James Financial Services Advisors, Inc
  Deland, FL
• 2016-04-28 → 2021-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Daytona Beach, FL
  Palm Coast, FL
  Jacksonville, FL
  Palm Coast, FL
  Palm Coast, FL
  Palm Coast, FL
  Ormond Beach, FL
  Orlando, FL
  Ormond Beach, FL
  New York, NY
  Daytona Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-04-21

Designations

• Certified Financial Planner

Other Names

• Denis E Cronin
• Denis Cronin