Simon Y. Schultz
Professional summary
Simon Yitzchak Schultz, who also goes by Shimon Yitzchak Schultz, is a registered financial advisor currently at BENARI CAPITAL, LLC located in Northbrook, Illinois.
Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Simon has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Simon Yitzchak Schultz's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2025 - Present
BENARI CAPITAL, LLC
Office #1: 645 Landwehr Road, Northbrook, IL 60062April 14, 2022 - January 9, 2023
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2025)
Exams
Series 7TO
Date: 4/14/2022
General Securities Representative ExaminationCurrent Firm
BENARI CAPITAL, LLC
CRD#: 332651 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 11,618,349 |
Red Flags
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