PeterScholtz- Financial Advisor Stamford, CT

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About Peter Scholtz

Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.

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General Information

Firm Start Year

1994

No. of Employees

CRD#

873183

Firm CRD#

107363

Name of Custodial Firm

U.S. Bank

States Licensed in

All 50 States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Our lead Portfolio Manager, Peter Scholtz, has over 30 years of investment experience. Peter founded Scholtz & Company in 1994 and started with 17 million in assets under management which has grown to over 130 million today.

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Financial Organization Memberships

SEC, FINRA

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$276,965,093

Advisor's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

BS - Economics

Ohio Wesleyan University
1970 -1974

MBA - Finance

Columbia University
1978 -1979

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882791/paladinregistry-Scholtz-&-Company-detailed-disclosure.html

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Paladin Research Report For:

Peter Scholtz

Scholtz & Company