Frederick Bradley Scholtz
Professional Summary
Frederick Bradley Scholtz, who also goes by Brad Scholtz, is a registered financial advisor currently at SCOTT CAPITAL PARTNERS located in Darien, Connecticut. Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Frederick has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Frederick Bradley Scholtz, Brad Scholtz
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
G. SCOTT CAPITAL PARTNERS, LLC | SCOTT CAPITAL PARTNERS
Contact Information
Main Address
320 Boston Post Road Suite 270, Darien, CT 06820Phone Number
(203) 939-1890# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$48,900,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/11/2017)
(12/11/2017)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Frederick Bradley Scholtz's CRS (Customer Relationship Summary).
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