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Frederick Bradley Scholtz

Scott Capital Partners

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About Frederick Bradley Scholtz

Frederick Scholtz is an investment advisor representative registered with Scott Capital Partners. Frederick is also registered with the states of Connecticut and Wyoming. Frederick's previous employment was with McFarland Dewey Securities Co., L.P. in New York, NY, and their registration was effective from 6/25/1997 to 1/8/2002. Frederick has passed the Series 7, Series 63, and Series 65 examinations.

Firm Information

Frederick Scholtz is currently registered with Scott Capital Partners. Scott Capital Partners is an investment advisor with approximately $44 million in regulatory assets under management. The firm primarily manages assets for pooled investment vehicles.

$44.00M

Assets Under Management

Not reported

Total Clients

3

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Carried interest and overhead reimbursement

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Frederick Scholtz’s Registration & Firm History

CT

12/11/2017 - Present

Scott Capital Partners (DARIEN CT)

NY

06/25/1997 - 01/08/2002

MCFARLAND DEWEY SECURITIES CO., L.P. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederick Bradley Scholtz.
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