Robert Schultz, financial advisor Clarks Green PA
81 score

Robert Schultz

CRD Number: 3180021
Current Firm: Capstone Wealth Management Group, LLC

Robert Schultz (CRD# 3180021) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Clarks Green, PA Jul 2016 - Current 1
Capstone Wealth Management Group, LLC Clarks Green, PA Jul 2016 - Current 1
Ameriprise Financial Services Inc. Clarks Green, PA Feb 2014 - Jul 2016 2
Lpl Financial Dunmore, PA Sep 2002 - Feb 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robert G. Schultz
Phone Number: (888) 587-7526
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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


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