Ronald Searles has been an investment adviser representative at Fitzwilliams Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners. Ronald Searles holds a Bachelor of Science in Industrial Engineering from Drexel University and an MBA from Lehigh University.
Fitzwilliams Wealth Management Inc. is a Chesapeake, VA firm with $124M under management, 634 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Ron Searles is Branch Manager of Fitzwilliams Financial. His relationship with the firm began as a client. After more than 30 years in the pharmaceutical industry, he focuses on helping families make informed financial decisions.
- – present · 3 yearsChesapeake, VA · Adviser representative · Firm CRD 312192
Investment adviser representative registrations
Ronald Searles is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is Pennsylvania, in May 2024.
- PennsylvaniaSince 8 May 2024
- VirginiaSince 12 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ronald Joseph Searles
- CRD
- 7733669
- Firm
- Fitzwilliams Wealth Management · CRD 312192
- Office
- 860 GREENBRIER CIRCLE, SUITE 101, Chesapeake, VA 23320
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitzwilliamsfinancial.com
Where does Ronald Searles work?
Ronald Searles is an investment adviser representative registered through Fitzwilliams Wealth Management Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Searles a financial advisor?
Yes. Ronald Searles has a current investment-adviser registration in Pennsylvania and Virginia, through Fitzwilliams Wealth Management since May 2023.
How many years of experience does Ronald Searles have?
Ronald Searles has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Ronald Searles passed?
Ronald Searles passed the Series 65 in April 2023.
Where is Ronald Searles based?
Ronald Searles’ registered office is in Chesapeake, VA.
Is Ronald Searles registered with FINRA?
No. Ronald Searles has no current broker registration.
How can I verify Ronald Searles’ record?
Search CRD 7733669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Searles’ full registration record.
Timothy FitzwilliamsChief Executive Officer- Leila ShaverChief Compliance Officer