Dustin Schulz, financial advisor Alpharetta GA
70 score

Dustin Schulz

CRD Number: 6115287
Current Firm: E*trade Capital Management, LLC

Dustin Schulz (CRD# 6115287) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Alpharetta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Sep 2014 - Current 2
E*trade Capital Management LLC Alpharetta, GA Sep 2014 - Current 2
E*trade Securities LLC Alpharetta, GA Sep 2012 - Sep 2014 2
Unemployed Alpharetta, GA May 2012 - Sep 2012 < 1
University Of Georgia Athens, GA Jan 2010 - May 2012 2
Power Mailers Direct Tampa, FL May 2011 - Oct 2011 < 1
Kennesaw State University Kennesaw, GA Aug 2006 - Dec 2009 3
Bahama Breeze Alpharetta, GA Jun 2008 - Oct 2008 < 1
Smart Funding Kennesaw, GA Jul 2007 - Sep 2007 < 1
Proof Of The Pudding Atlanta, GA Oct 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Dustin L. Schulz
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
70

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