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Andrew Jason Schultz

Susquehanna Financial Group, Lllp

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About Andrew Jason Schultz

Andrew Schultz is a financial professional with over 20 years of experience in the industry. Andrew currently holds the following licenses: Series 7, 24, 55, 57TO and SIE. Andrew has worked with Susquehanna Financial Group, Lllp since 2001, Susquehanna Investment Group since 2018 and Global Execution Brokers, LP since 2014.

Firm Information

Andrew Schultz is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Schultz’s Registration & Firm History

PA

10/04/2023 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

PA

01/16/2015 - 06/03/2016

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

PA

11/08/2001 - 12/16/2015

SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)

PA

07/27/2012 - 07/27/2012

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

NY

09/15/2005 - 03/23/2006

SIG SPECIALISTS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Jason Schultz.
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