Gerhard Bernard Schulte Iv
Professional Summary
Gerhard Bernard Schulte IV, who also goes by Gary Schulte, is a registered financial advisor currently at LAZEAR CAPITAL SECURITIES, LLC located in Columbus, Ohio. Gerhard is registered as a RR (Registered Representative) and started their career in finance in 2025. Gerhard has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary Schulte
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
LAZEAR CAPITAL SECURITIES, LLC
Contact Information
Main Address
995 Yard Street Suite 180, Columbus, OH 43212Mailing Address
995 Yard Street Suite 180, Columbus, OH 43212Phone Number
(614) 203-5453Established
Ohio since 07/17/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (37 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BCL HOLDING CORPORATION | OWNER | — |
| MRM HOLDINGS, INC. | OWNER | — |
| SANDOVER CAPITAL, LTD. | OWNER | — |
| BEATON, DANIEL STEWART | FINOP, PFO, POO | 4240769 |
| GRIFFITH, ANN MARGARET | CHIEF COMPLIANCE OFFICER | 2936554 |
| PAZARENTZOS, DEMETRIOS ELIAS | CEO AND DESIGNATED PRINCIPAL | 7582856 |
| WINICK, STEPHEN MICHAEL | DESIGNATED PRINCIPAL | 8029014 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(9/2/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jul 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gerhard Bernard Schulte IV's CRS (Customer Relationship Summary).
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