Wayne Sholk (CRD# 2475763) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Brunswick, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Big Stan Realty LLC | North Brunswick, NJ | Sep 2015 - Current | 8 |
Raymond James Financial Services Advisors Inc. | North Brunswick, NJ | Aug 2015 - Current | 8 |
Wayne R. Sholk Wealth Services LLC | North Brunswick, NJ | Jul 2015 - Current | 8 |
W And T Realty LLC | North Brunswick, NJ | Nov 2005 - Current | 18 |
Wayne And Wendy Realty, LLC | North Brunswick, NJ | Sep 2015 - Sep 2016 | 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2015 | < 1 |
Morgan Stanley Smith Barney | Lawrenceville, NJ | Jun 2009 - Jul 2015 | 6 |
Morgan Stanley & Company, Incorporated | Lawrenceville, NJ | May 2007 - Jul 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | May 1994 |
- NJ
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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