Deven Raymond Cudar

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

• 04/2017 → 06/2024
  Td Ameritrade, Inc
  Justin, TX
• 08/2016 → 03/2017
  Vandergriff Acura
  Arlington, TX
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2019-03-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2019-03-26 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Justin, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-03-25
• S63 Uniform Securities Agent State Law Examination
  2017-05-22

Other Names

• Deven Cudar