Barrett O. Schultz
Professional summary
Barrett Oliver Schultz, who also goes by Barrett Creed, is a registered financial professional currently at YORKVILLE SECURITIES, LLC located in Mountainside, New Jersey.
Barrett is registered as a RR (Registered Representative) and started their career in finance in 1996. Barrett has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Barrett Oliver Schultz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2026 - Present
YORKVILLE SECURITIES, LLC
Office #1: 1012 Springfield Ave, Mountainside, NJ 07092May 28, 2025 - March 11, 2026
REALTA EQUITIES, INC.
June 11, 2024 - March 10, 2025
ASHTON THOMAS SECURITIES, LLC
September 15, 2021 - May 30, 2024
REALTA EQUITIES, INC.
January 9, 2012 - September 11, 2021
MCNALLY FINANCIAL SERVICES CORPORATION
December 20, 2006 - May 9, 2018
ILG SECURITIES CORPORATION
April 22, 2005 - April 5, 2006
ILG SECURITIES CORPORATION
May 10, 1996 - May 18, 2004
USAA INVESTMENT SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/30/2026)
(3/30/2026)
Exams
FINRA
Current Firm
YORKVILLE SECURITIES, LLC
CRD#: 330480 / SEC#: , 8-71241
Contact information
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| YORKVILLE BD HOLDINGS, LLC | SOLE MEMBER | |
| ANGELO, MARK ANTHONY | CHAIRMAN OF BOARD OF MANAGERS | 2585969 |
| BECKMAN, MATTHEW JACOB | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 4139592 |
| BOWMAN, TIMOTHY JOSEPH | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP | 2247374 |
| FRANKS, OREN | CONTROLLER | 4902717 |
| MARKUNAS, MICHAEL NMN | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 1832307 |
| MCNICOLL, PATRICE | CO-CEO | 3199758 |
| RILLO, TROY JAMES | MEMBER OF BOARD OF MANAGERS; CO-CEO | 1726077 |
| ROSSELLI, MICHAEL ALBERT | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 7714774 |
Red Flags
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