Ruta Stiess

Employer firm

Charles Schwab Investment Management, Inc CRD 106753

$1.72T regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → 06/2019
  Wasmer, Schroeder & Company
  Naples, FL
• 07/2019 → 06/2020
  Wasmer Schroeder
  Naples, FL
• 07/2020 → Present
  Charles Schwab Investment Management, Inc.
  Naples, FL

Previous Registrations

• 2014-11-12 → 2020-07-02
  Wasmer Schroeder
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-30

Designations

• Chartered Financial Analyst

Other Names

• Ruta Bruckute
• Ruta Bruckute Robinson