Peter
Scholtz
Scholtz & Company, LLC
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About this Advisor
Peter Scholtz is a financial advisor based in Stamford, Connecticut, working with Scholtz & Company, LLC. Peter has previously held a position at Scholtz & Company, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Louisiana, New York, and Texas. Currently, Peter is part of Scholtz & Company, LLC, which operates out of Stamford, Connecticut. The firm has 9 employees and manages assets totaling $302.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Scholtz & Company, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Scholtz & Company, LLC Brokerage Details
$302,761,185
9
363
$834,053
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Scholtz Work History
Scholtz & Company, LLC
Disclosures
Please visit the SEC profile of Peter Scholtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scholtz & Company, LLC
Stamford, CT
Stamford, CT
Stamford, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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