Carl Scholtz, financial advisor Stamford CT
90 score

Carl Scholtz

CRD Number: 5365510
Current Firm: Scholtz & Co

Carl Scholtz (CRD# 5365510) is an Investment Advisor Representative working at Scholtz & Co in Stamford, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Scholtz & Company, LLC Norwalk, CT Apr 2012 - Current 4
First Investors Management Corp New York, NY Jun 2008 - Mar 2012 3
Yale School Of Management New Haven, CT Sep 2006 - May 2008 1
Scholtz & Company, LLC New York, NY Jul 2005 - Aug 2006 1

Carl Scholtz has no recent exams reported.
Contact Info for Carl H. Scholtz
Phone Number: 203-714-9900
Registered State(s):
  • CA
  • CT
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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