Peter Scholtz, financial advisor Stamford CT

Peter Scholtz

CRD Number: 873183
Current Firm: Scholtz & Company, LLC
Compensation Model: Fee Only

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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Company Name Location Dates Years
Scholtz & Company, LLC New York, NY Oct 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1980
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Peter D. Scholtz
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $834,053
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, NC, NJ, NY, TX, VA

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