Andrew Schultz, financial advisor Arlington VA

Andrew Schultz

CRD Number: 6527833
Current Firm: E*trade Capital Management, LLC

Andrew Schultz (CRD# 6527833) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 6 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Arlington VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Ryan Kruger, CFA, financial advisor Arlington VA
Ryan W. Kruger, CFA
CRD# 5425820
Capital One Investing, Inc.
Similar Advisors
Basil Herzstein, financial advisor Arlington VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Company Name Location Dates Years
E*trade Securities LLC Charlotte, NC Oct 2018 - Current 3
E*trade Capital Management LLC Charlotte, NC Oct 2018 - Current 3
Pnc Investments Charlotte, NC Apr 2018 - Oct 2018 < 1
Axa Advisors, LLC New York, NY Aug 2015 - Mar 2018 2
Rutgers Recreation New Brunswick, NJ Sep 2011 - May 2015 3
Rutgers University New Brunswick, NJ Jun 2010 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Andrew J. Schultz
Phone Number: (703) 247-3700
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    9,676
    MILLIONS
  • Total Number of Accounts
    78,360
    ACCOUNTS
  • Average Account Value
    $123,486
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)
  • Publication of periodicals or newsletters
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.