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MS

Matthew L. Schulz

VALIDUS CAPITAL LLC
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 5709946
MS

Professional summary

Matthew Lee Schulz is a registered financial advisor currently at VALIDUS CAPITAL LLC located in El Segundo, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Matthew Lee Schulz'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®
None

Experience

Current

May 2, 2022 - Present

VALIDUS CAPITAL LLC

Office #1: 2221 Rosecrans Avenue Suite 150, El Segundo, CA 90245
RIA
CRD#: 319212
El Segundo, CA
Past

October 23, 2013 - May 26, 2022

CERTUITY, LLC

RIA
CRD#: 129505
EL SEGUNDO, CA

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".
VC
VALIDUS CAPITAL LLC
VALIDUS CAPITAL LLC

CRD#: 319212 / SEC#: 801-123487

RIA
Registered Investment Advisory firm - (3/18/2022 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
California
(5/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/22/2013
Uniform Investment Adviser Law Examination

Current Firm

VC
VALIDUS CAPITAL LLC
VALIDUS CAPITAL LLC

CRD#: 319212 / SEC#: 801-123487

RIA
Registered Investment Advisory firm - (3/18/2022 Approved)
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Contact information

Main Address
2221 Rosecrans Avenue Suite 150, El Segundo, CA 90245
Mailing Address
Phone number
(424) 499-1360
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALIDUS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,020
AUM (Assets Under Management)$ 2,176,038,435

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
01/02/2024
Cover Page
Report

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

VALIDUS CAPITAL LLC

CRD#: 319212El Segundo, CA 90245

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