Simon Yitzchak Schultz
Professional Summary
Simon Yitzchak Schultz, who also goes by Shimon Yitzchak Schultz, was a registered financial advisor. Simon was a previously registered financial professional and started their career in finance 2022 - 2026. Simon had worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shimon Yitzchak Schultz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
BENARI CAPITAL LLC | THE OFFICE BY BENARI - DBA OF BENARI CAPITAL, LLC | BENARI CAPITAL, LLC
Contact Information
Main Address
645 Landwehr Road, Northbrook, IL 60062Phone Number
(847) 748-0270# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
31AUM (Assets Under Management)
$17,067,981Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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