Theotime Desmulier
Theotime Desmulier is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 8 years of industry experience. Theotime is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
1991 Summit Park Drive, Orlando, FL, 32810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theotime is a registered representative for Rehmann Financial Network LLC and an investment advisor representative for Rehmann Capital Advisory Group, dedicating nearly full-time hours to these roles. He is also a resident producer for Rehmann Insurance Group, writing insurance and annuity contracts and providing analysis to clients, which takes about a quarter of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Rehmann Wealth
Rehmann Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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