Jacob W. Schlicht

KICKSTAND WEALTH ADVISORS

Pittsford, NY 14534

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CRD#: 5072855

Professional summary

Jacob William Schlicht, CFP®, who also goes by Jacob W Schilicht, Jacob W Schlicht, Jacob Schlicht, Jake Schlicht, is a registered financial advisor currently at KICKSTAND WEALTH ADVISORS located in Pittsford, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jacob has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob W Schilicht | Jacob W Schlicht | Jacob Schlicht | Jake Schlicht

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) - RIA

Click below to view Jacob William Schlicht'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: 2014

Experience

Current

September 3, 2023 - Present

KICKSTAND WEALTH ADVISORS

Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534

RIA

CRD#: 327022

Pittsford, NY

Past

June 18, 2021 - September 6, 2023

TRUCLARITY WEALTH ADVISORS

RIA

CRD#: 305145

Pittsford, NY

Past

February 26, 2009 - June 21, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

July 3, 2008 - June 21, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSFORD, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KICKSTAND WEALTH ADVISORS

KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS

CRD#: 327022 / SEC#: 801-128193

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/3/2023)

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

State Security Law Exam

IAR

Series 66

Date: 2/24/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2008

General Securities Representative Examination

Current Firm

KICKSTAND WEALTH ADVISORS

KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS

CRD#: 327022 / SEC#: 801-128193

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

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Contact information

Main Address

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534

Mailing Address

Phone number

(585) 382-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KICKSTAND VENTURES ADV PART 2A 3/20/25 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,710
AUM (Assets Under Management)	$ 528,360,757

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.

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Jacob W. Schlicht

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob William Schlicht's CRS (Customer Relationship Summary).

Certified licenses

Experience

KICKSTAND WEALTH ADVISORS

TRUCLARITY WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KICKSTAND WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/24/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2008

Current Firm

KICKSTAND WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KICKSTAND WEALTH ADVISORS

TRUST BUT VERIFY

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