Carl ScholtzCRD 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|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|
Total Assets Under Management137MILLIONS
Total Number of Accounts206ACCOUNTS
Average Account Value$664,784
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CT, FL, LA, NJ, NY, TX
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