Milton T. Schultz
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
AUSTIN, TX
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CRD#: 5584351
Professional summary
Milton T. Schultz III, CFP®, who also goes by Milton Trae Schultz III, Milton Schultz, Milton Schultz III, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Austin, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.
Milton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Milton has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I partner with my clients and build relationships with them. Together, we design and implement a financial blueprint for their retirement. We continually monitor their plan in order to work toward their long term goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Milton Trae Schultz Iii | Milton Schultz | Milton Schultz Iii
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.
CRS (Client Relationship Summary) - RIA
Click below to view Milton T. Schultz III's 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®
Education
University of Texas
Bachelor of Arts (BA) - Government
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11501 Alterra Pkwy Ste 115 & 500, Austin, TX 78758RIA
CRD#: 104555
AUSTIN, TX
Current
May 16, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758BD
CRD#: 7784
Austin, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AUSTIN, TX
Past
January 28, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AUSTIN, TX
Past
January 24, 2011 - September 26, 2011
MORGAN STANLEY
RIA
CRD#: 149777
AUSTIN, TX
Past
January 24, 2011 - September 26, 2011
MORGAN STANLEY
BD
CRD#: 149777
AUSTIN, TX
Past
May 13, 2009 - September 9, 2010
WADDELL & REED
RIA
CRD#: 866
AUSTIN, TX
Past
May 13, 2009 - September 9, 2010
WADDELL & REED
BD
CRD#: 866
AUSTIN, TX
Past
January 2, 2009 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AUSTIN, TX
Past
November 11, 2008 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AUSTIN, TX
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/4/2025)
RR
Arizona(1/12/2021)
RR
Arkansas(1/6/2017)
RR
California(1/2/2015)
RR
Colorado(3/4/2022)
RR
Florida(1/4/2019)
RR
Georgia(3/25/2023)
RR
Illinois(3/4/2022)
RR
Louisiana(4/23/2020)
RR
Maine(2/7/2020)
RR
Maryland(1/4/2019)
RR
Massachusetts(1/5/2018)
RR
Michigan(1/6/2016)
RR
Minnesota(3/5/2025)
RR
Montana(4/23/2020)
RR
Nevada(1/6/2017)
RR
New Hampshire(7/30/2024)
RR
New Jersey(1/4/2019)
RR
New Mexico(1/2/2015)
RR
New York(1/2/2015)
RR
North Carolina(1/7/2016)
RR
Ohio(9/29/2023)
RR
Oregon(1/5/2018)
RR
Pennsylvania(4/23/2020)
RR
Rhode Island(9/29/2023)
RR
South Carolina(1/6/2016)
RR
Tennessee(4/23/2020)
RR
Texas(5/16/2012)
IAR
Texas(3/31/2025)
RR
Utah(9/18/2020)
RR
Virginia(1/6/2017)
RR
Washington(1/6/2017)
RR
Wisconsin(4/23/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Austin, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
