Patrick Gerard Schultz
CFP®Professional Summary
Patrick Gerard Schultz, CFP®, who also goes by Pat Schultz, Patrick Schultz, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Huntersville, North Carolina. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 8 firms and has passed the Series 66, Series 63, Series 31, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pat Schultz, Patrick Schultz
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
Contact Information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602Phone Number
(813) 709-8800# of Employees
187SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
41,105AUM (Assets Under Management)
$15,727,990,844Similar Advisors
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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.
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Primary Firm SEC Registration
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
State Registrations and Notice Filings
(5/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Gerard Schultz's CRS (Customer Relationship Summary).
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