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Matthew Joseph Schulz

AQR Investments, LLC

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About Matthew Joseph Schulz

Matthew Schulz is a financial advisor registered in 51 states and the District of Columbia. Matthew is currently employed by AQR Investments, LLC and has been registered with FINRA since April 9, 2012. Matthew has held previous positions with ALLSPRING FUNDS DISTRIBUTOR, LLC and Northwestern Mutual Investment Services, LLC. Matthew Schulz is a Series 7 and Series 63 licensed professional. Matthew is committed to providing clients with sound financial advice and investment strategies to help them achieve their financial goals.

Firm Information

Matthew Schulz is currently registered with AQR Investments, LLC. AQR Investments, LLC is a Limited Liability Company formed in March 2017. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

54

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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Matthew Schulz’s Registration & Firm History

CT

01/17/2024 - Present

AQR Investments, LLC (GREENWICH CT)

WI

10/09/2015 - 05/08/2023

ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

MO

08/04/2014 - 03/03/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

MO

04/10/2012 - 06/24/2014

AXA ADVISORS, LLC (CLAYTON MO)

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Licenses & Designations

BC

Issued 07/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Joseph Schulz. Review regulatory record here.
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