Danielle V. Schultz

ROLLINS FINANCIAL ADVISORS

Atanta, GA 30326

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CRD#: 6539983

Professional summary

Danielle Van Lear Schultz, who also goes by Danielle E Van Lear, is a registered financial advisor currently at ROLLINS FINANCIAL ADVISORS, LLC located in Atanta, Georgia.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Danielle has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle E Van Lear

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.

I AM A PARTNER OF ROLLINS & VAN LEAR PC AN AFFILIATED CPA FIRM. THE ADDRESS OF ROLLINS VAN LEAR IS 3343 PEACHTREE RD NE, SUITE 500 ATLANTA GA 30326. I SPEND APPROXIMATELY 75% OF MY TIME ON THE CPA BUSINESS. MY RESPONSIBILITIES INCLUDE SUPERVISION OF ACCOUNTING STAFF, TAX PLANNING, TAX RETURN PREPARATION AND REVIEW.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Van Lear Schultz'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 3, 2021 - Present

ROLLINS FINANCIAL ADVISORS, LLC

Office #1: 3343 Peachtree Road Ne Suite 500, Atanta, GA 30326

RIA

CRD#: 312921

Atanta, GA

Past

October 8, 2015 - April 1, 2021

ROLLINS FINANCIAL INC

RIA

CRD#: 106896

ATLANTA, GA

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".

ROLLINS FINANCIAL ADVISORS, LLC

CRD#: 312921 / SEC#: 801-120482

RIA

Registered Investment Advisory firm - (3/10/2021 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

Georgia
(5/3/2021)

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

Current Firm

ROLLINS FINANCIAL ADVISORS, LLC

CRD#: 312921 / SEC#: 801-120482

RIA

Registered Investment Advisory firm - (3/10/2021 Approved)

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Contact information

Main Address

3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326

Mailing Address

Phone number

(404) 892-7967

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROLLINS FINANCIAL ADVISORS, LLC PART 2A BROCHURE (7/18/2025)

Regulatory assets under management

Total Number of Accounts	1,011
AUM (Assets Under Management)	$ 1,382,588,015

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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Danielle V. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Van Lear Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROLLINS FINANCIAL ADVISORS, LLC

ROLLINS FINANCIAL INC

Primary Firm SEC Registration

ROLLINS FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ROLLINS FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROLLINS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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