Theresa S Schnetz

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2010 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 10/2025 → Present
  Raymond James Financial Services, Inc.
  Sacramento, CA
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Sacramento, CA
• 10/2025 → Present
  Raymond James & Associates, Inc.
  Sacramento, CA

Previous Registrations

• 2010-05-17 → 2025-10-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
  New York, NY
  San Francisco, CA
  New York, NY
  Sacramento, CA
  Pennington, NJ
  Walnut Creek, CA
  San Jose, CA
  Portland, OR
  Salem, OR
  Vancouver, WA
  Sacramento, CA
  Sacramento, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-13
• S63 Uniform Securities Agent State Law Examination
  1997-10-31

Other Names

• Schnetz Shuping
• Theresa Marie Schnetz
• Theresa Schnetz
• Theresa Marie Shuping
• Theresa M Shuping
• Theresa S Schnetz
• Theresa Sanchez Schnetz
• Theresa S Schnetz