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Robert W. Schlitt

SCHLITT INVESTOR SERVICES
Vero Beach, FL 32960
Some features on this profile are disabled
CRD#: 1403831
RS

Professional summary

Robert William Schlitt JR, CFP® is a registered financial professional currently at SCHLITT INVESTOR SERVICES, INC. located in Vero Beach, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 2 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 6, Series 14, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert William Schlitt JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1989

Experience

Current

July 28, 1987 - Present

SCHLITT INVESTOR SERVICES, INC.

Office #1: 1717 Indian River Blvd #300, Vero Beach, FL 32960Office #2: 1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
BD
CRD#: 16071
Vero Beach, FL
Past

October 8, 1985 - December 21, 1987

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/20/2011)
RR
California
(1/29/2025)
RR
Florida
(1/1/1995)
RR
Maryland
(3/7/2018)
RR
North Carolina
(2/2/2021)
RR
Texas
(10/17/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 10/13/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/1986
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/7/1985
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/9/1989
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 3/3/1989
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/1987
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SI
SCHLITT INVESTOR SERVICES, INC.
SCHLITT INVESTOR SERVICES, INC.

CRD#: 16071 / SEC#: , 8-34202

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Mailing Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Phone number
(772) 567-1188
Established
Florida since 10/31/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHLITT, JEFFREY MICHAELVICE PRESIDENT/SECRETARY4126256
SCHLITT, ROBERT WILLIAM JRPRESIDENT/TREAS/CCO1403831

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHLITT INVESTOR SERVICES, INC.

CRD#: 16071Vero Beach, FL 32960

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