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Trevor K Shultz

CLARITY FINANCIAL ADVISORS LLC·ST. PETERSBURG, Florida
Unclaimed Profile
260 1ST AVE S., ST. PETERSBURG, FL 33710CRD# 6915449Firm CRD# 323321
01

About

Trevor K Shultz is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with CLARITY FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARITY FINANCIAL ADVISORS LLC
CLARITY FINANCIAL ADVISORS LLC
AUM
$80M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CLARITY FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6915449
Firm CRD# 323321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trevor K Shultz offer?
Trevor K Shultz specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Trevor K Shultz's credentials?
Trevor K Shultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor K Shultz located?
Trevor K Shultz is based in ST. PETERSBURG, Florida, working with CLARITY FINANCIAL ADVISORS LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does Trevor K Shultz charge for services?
Trevor K Shultz'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 CLARITY FINANCIAL ADVISORS LLC?
CLARITY FINANCIAL ADVISORS LLC has approximately 4 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY FINANCIAL ADVISORS LLC

William Anthony Root
ST. PETERSBURG, FL

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