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LS

Liam M. Schulz

MCINTYRE CAPITAL PARTNERS
New York, NY 10019
Some features on this profile are disabled
CRD#: 7741393
LS

Professional summary

Liam Michael Schulz, who also goes by Liam Schulz, is a registered financial professional currently at MCINTYRE CAPITAL PARTNERS, LLC located in New York, New York.

Liam is registered as a RR (Registered Representative) and started their career in finance in 2025. Liam has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Liam Schulz

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) - BD

Click below to view Liam Michael 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

March 26, 2025 - Present

MCINTYRE CAPITAL PARTNERS, LLC

Office #1: 3 Columbus Circle 15th Floor, New York, NY 10019
BD
CRD#: 148521
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/9/2025)
RR
New Jersey
(5/9/2025)
RR
New York
(5/9/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/9/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MCINTYRE CAPITAL PARTNERS, LLC
CEDI CAPITAL MARKETS, LLC | TRILIAD SECURITIES, LLC | MCINTYRE CAPITAL PARTNERS, LLC | GOTHAM CAPITAL ADVISORS

CRD#: 148521 / SEC#: , 8-68040

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
3 Columbus Circle 15th Floor, New York, NY 10019
Mailing Address
3 Columbus Circle 15th Floor, New York, NY 10019
Phone number
(646) 450-3554
Established
Washington since 05/21/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
THE MCINTYRE COMPANIES, LLCMEMBER
MCPHEDRAN, DAVID ALEXANDERCCO, EXECUTIVE REPRESENTATIVE4647596

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

MCINTYRE CAPITAL PARTNERS, LLC

CRD#: 148521New York, NY 10019

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