Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
Christian Buzzanca (CRD# 1581639) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Port Jefferson, NY and has over 30 years of experience in the finance industry.
David Mammina (CRD# 5290574) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Port Jefferson, NY and has over 10 years of experience in the finance industry. David Mammina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lori Coyne Mcdaniel (CRD# 1047283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Port Jefferson, NY and has over 16 years of experience in the finance industry.