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Tonyia Cleaver

Investment adviser representative at Women'S Wealth Advisor in Dallas, TX

Investment adviser registrationUpdated

Tonyia Cleaver is an investment adviser representative at Women'S Wealth Advisor, an investment adviser managing $121M, and works from its Dallas, TX office. Tonyia Cleaver has been registered through Women'S Wealth Advisor since 29 January 2025, has 6 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

6
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Tonyia Cleaver has been an investment adviser representative at Women'S Wealth Advisor since January 2025, and is not listed among the firm’s executive officers or direct owners.

Women'S Wealth Advisor is a Chester, NJ firm with $121M under management, 317 clients and 11 advisers across 7 offices, as of its April 2026 filing.

Tonyia Cleaver is a Wealth Advisor and Strategist with The Wealth Boutique. She worked more than twenty five years in corporate broadcast sales before moving into financial services. She works with clients on retirement planning, investment management, insurance strategies, legacy planning and business transition planning.

Tonyia Cleaver’s longest registration was 4 years at Edward Jones (2019–2024). Before joining Women'S Wealth Advisor in 2025, Tonyia Cleaver was registered through Edward Jones.

  1. – present · 1 year
    Dallas, TX · Adviser representative · Firm CRD 317291
  2. Edward Jones
    – · 4 years
    Carrollton, TX · Adviser representative · Firm CRD 250

Credentials and registrations

Professional designations

Listed by Women'S Wealth Advisor

  • Certified Exit Planning Advisor (CEPA®)

Investment adviser representative registrations

Tonyia Cleaver is registered as an investment adviser representative in Texas, since January 2025.

  • TexasSince 29 January 2025

Examinations

Series 6613 December 2019
Name
Uniform Combined State Law Examination
Series 7TO27 September 2019
Name
General Securities Representative Examination
SIE30 July 2019
Name
Securities Industry Essentials Examination

Key facts

CRD
7145847
Firm
Women'S Wealth Advisor · CRD 317291
Office
17177 Preston Road, Suite 340, Dallas, TX 75248
Registration
Investment adviser registration
In the industry since
January 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Tonyia Cleaver work?

Tonyia Cleaver is an investment adviser representative registered through Women'S Wealth Advisor since January 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Tonyia Cleaver a financial advisor?

Yes. Tonyia Cleaver has a current investment-adviser registration in Texas, through Women'S Wealth Advisor since January 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Tonyia Cleaver have?

Tonyia Cleaver has 6 years in the financial industry, since January 2020, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Tonyia Cleaver passed?

Tonyia Cleaver has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.

Source: IAPD individual record, checked 22 October 2026

Where did Tonyia Cleaver work before Women'S Wealth Advisor?

Before Women'S Wealth Advisor, Tonyia Cleaver was registered through Edward Jones, December 2019 to October 2024.

Source: IAPD individual record, checked 22 October 2026

Where is Tonyia Cleaver based?

Tonyia Cleaver’s registered office is in Dallas, TX.

Source: IAPD individual record, checked 22 October 2026

Is Tonyia Cleaver registered with FINRA?

No. Tonyia Cleaver has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Tonyia Cleaver’s record?

Search CRD 7145847 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tonyia Cleaver’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Women'S Wealth Advisor

Sources

  1. IAPD individual record, CRD 7145847, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Women'S Wealth Advisor, filed 24 April 2026. Executive officers and direct owners; this person is not among them.
  3. Women'S Wealth Advisor team page. Biography, education, credentials, awards.