Michael Shultz, financial advisor Cleveland OH
93 score

Michael Shultz

CRD Number: 5439674
Current Firm: Pnc Investments

Michael Shultz (CRD# 5439674) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Oct 2015 - Current 1
Pnc Investments Cleveland, OH Jan 2014 - Oct 2015 1
Pnc Investments Shaker Hts., OH Oct 2010 - Jan 2014 3
Pnc Bank N.a. Shaker Hts., OH Jan 2009 - Jan 2014 5
Unemployed Mayfield Village, OH Sep 2009 - Dec 2009 < 1
Massmutual Financial Group Cleveland, OH Oct 2008 - Aug 2009 < 1
Mml Investors Services, Inc. Cleveland, OH Oct 2008 - Aug 2009 < 1
Ameriprise Financial Services Inc. Mayfield, OH May 2008 - Sep 2008 < 1
Merrill Lynch Dublin, OH Sep 2007 - Jan 2008 < 1
Asap Painting Kirtland, OH Jun 2004 - Sep 2007 3
Outdoor Concepts Landscape And Design Chesterland, OH Jun 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Michael J. Shultz
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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