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Matthew Lee Schulz

VALIDUS CAPITAL LLC·EL SEGUNDO, California
Series 65Clean record12 years registeredVALIDUS CAPITAL LLC
2221 ROSECRANS AVENUE, EL SEGUNDO, CA 90245CRD# 5709946Firm CRD# 319212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Lee Schulz · EL SEGUNDO, CA
Registration
CRD #5709946 · VALIDUS CAPITAL LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

May 2022present
Oct 2013May 2022
EL SEGUNDO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 23, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALIDUS CAPITAL LLC
CRD 319212 · SEC 801-123487
AUM
$1.6B
Regulatory assets under management
Employees
14
2,678 client accounts
Services offered by VALIDUS CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Matthew Lee Schulz offer?
Matthew Lee Schulz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in EL SEGUNDO, California for a consultation.
What are Matthew Lee Schulz's credentials?
Matthew Lee Schulz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lee Schulz located?
Matthew Lee Schulz is based in EL SEGUNDO, California, working with VALIDUS CAPITAL LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Matthew Lee Schulz charge for services?
Matthew Lee Schulz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALIDUS CAPITAL LLC?
VALIDUS CAPITAL LLC has approximately 14 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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