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Wayne A. Schultz

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CRD#: 2205095
WS

Professional summary


Wayne Anthony Schultz was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Wayne is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, Wayne had worked at 7 firms, which includes RIDGEWAY CONGER ADVISORY SERVICES, ADIRONDACK TRADING GROUP LLC, INTL ADVISORY CONSULTANTS INC., STONEX SECURITIES INC., WORLD INVESTMENTS LLC, YOUR MONEY MATTERS BROKERAGE SERVICES INC., CADARET GRANT & CO. INC..

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 19, 2013 - December 31, 2014

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
BRANCHBURG, NJ
Past

June 13, 2013 - February 5, 2016

ADIRONDACK TRADING GROUP LLC

BD
CRD#: 103910
BRANCHBURG, NJ
Past

January 31, 2011 - September 21, 2012

INTL ADVISORY CONSULTANTS INC.

RIA
CRD#: 130888
ANNANDALE, NJ
Past

January 27, 2011 - June 14, 2013

STONEX SECURITIES INC.

BD
CRD#: 18456
BRANCHBURG, NJ
Past

October 27, 2008 - December 31, 2010

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
ANNANDALE, NJ
Past

September 23, 2008 - December 31, 2010

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
ANNANDALE, NJ
Past

July 30, 2002 - February 7, 2007

YOUR MONEY MATTERS BROKERAGE SERVICES, INC.

RIA
CRD#: 28476
SOMERSET, NJ
Past

August 3, 1992 - January 7, 2008

YOUR MONEY MATTERS BROKERAGE SERVICES, INC.

BD
CRD#: 28476
SOMERSET, NJ
Past

April 22, 1992 - September 16, 1992

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/18/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RC
RIDGEWAY CONGER ADVISORY SERVICES
RIDGEWAY CONGER ADVISORY SERVICES | RIDGEWAY CONGER ADVISORY SERVICES, INC

CRD#: 139372 / SEC#: 801-66272

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Contact information


Main Address
2123 Main Street, New Woodstock, NY 13122
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CLIENT WRAP FEE BROCHRE JUNE 2014 (6/26/2014)

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


RIDGEWAY CONGER ADVISORY SERVICES

CRD#: 139372

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