Trevor K. Shultz

CLARITY FINANCIAL ADVISORS LLC

ST. PETERSBURG, FL

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CRD#: 6915449

Professional summary

Trevor K Shultz is a registered financial advisor currently at CLARITY FINANCIAL ADVISORS LLC located in St. Petersburg, Florida.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Trevor has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

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.

Elevation Wealth Partners, LLC Investment Adviser Outsourced Chief Investment Officer Since 10/2023 Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor K Shultz'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

November 8, 2022 - Present

CLARITY FINANCIAL ADVISORS LLC

RIA

CRD#: 323321

ST. PETERSBURG, FL

Past

January 23, 2019 - November 4, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Bradenton, FL

Past

April 6, 2018 - November 4, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Bradenton, FL

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".

CLARITY FINANCIAL ADVISORS LLC

CRD#: 323321 / SEC#: 801-126778

RIA

Registered Investment Advisory firm - (10/25/2022 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

Florida
(11/8/2022)

IAR

Texas
(12/22/2022)

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 65

Date: 1/14/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/28/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/6/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARITY FINANCIAL ADVISORS LLC

CRD#: 323321 / SEC#: 801-126778

RIA

Registered Investment Advisory firm - (10/25/2022 Approved)

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Contact information

Main Address

260 1st Ave S., St. Petersburg, FL 33710

Mailing Address

Phone number

(816) 786-5031

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARITY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,973
AUM (Assets Under Management)	$ 99,855,184

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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Firm Stability Insights

Trevor K. Shultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor K Shultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

CLARITY FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2019

Series 63

Date: 11/28/2018

Series 7TO

Date: 3/29/2019

SIE

Date: 10/1/2018

Series 6

Date: 4/6/2018

Current Firm

CLARITY FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARITY FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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