David Schlitt, financial advisor Maitland FL
96 score

David Schlitt

CRD Number: 1948749
Current Firm: Merit Financial Group, LLC

David Schlitt (CRD# 1948749) is an Investment Advisor Representative working at Merit Financial Group, LLC in Maitland, FL and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Merit Financial Advisors, LLC Maitland, TX Dec 2014 - Current 2
Lpl Financial LLC Maitland, FL Dec 2014 - Current 2
Florida State Univ. Tallahassee, FL Jun 1986 - Current 30
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2011 - Dec 2014 3
Northwestern Mutual Investment Services, LLC Orlando, FL Mar 2011 - Dec 2014 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 1990 - Dec 2014 24
Northwestern Mutual Investment Services, LLC Tallahassee, FL May 1990 - Feb 2011 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for David J. Schlitt
Phone Number: 678-867-7050
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    698
    MILLIONS
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $245,023
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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