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David A Schultz

Solomon Partners Securities, LLC

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About David A Schultz

David A Schultz is a financial professional with over 8 years of experience in the industry. David is currently registered with Solomon Partners Securities, LLC in New York, NY. Prior to joining Solomon Partners Securities, LLC, David was with Robert W. Baird & Co. Incorporated in Tampa, FL. David is licensed to sell securities in Florida and New York. David holds the Series 79, Series 63 and SIE licenses.

Firm Information

David Schultz is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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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David Schultz’s Registration & Firm History

NY

08/09/2024 - Present

Solomon Partners Securities, LLC (NEW YORK NY)

FL

08/03/2015 - 08/15/2024

ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)

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Licenses & Designations

BC

Issued 09/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David A Schultz.
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