Peter ScholtzCRD Number: 873183
Current Firm: Scholtz & Co
Compensation Model: Fee Only
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.
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|Scholtz & Company, LLC||New York, NY||Apr 1994 - Current||24|
|Smith Barney||New York , NY||Jun 1979 - Apr 1994||14|
|Bankers Trust||New York, NY||Sep 1974 - Jan 1978||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1980|
|S7||General Securities Representative Examination (GS)||Jan 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management149MILLIONS
Total Number of Accounts219ACCOUNTS
Average Account Value$681,490
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, LA, NJ, NY, TX
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