Unclaimed Profile

Daniel Mark Schultz

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·ATLANTA, Georgia

SIE, Series 7, Series 63, Series 79CFAClean record21 years registeredWILMINGTON TRUST INVESTMENT MANAGEMENT LLC

TERMINUS 27TH FLOOR, ATLANTA, GA 30305-2448CRD# 4966918Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Mark Schultz · ATLANTA, GA

Registration

CRD #4966918 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

May 2005 – Mar 2016

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79

Registration record

First registered · May 24, 2005

Years registered · 21

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

CRD 19396 · SEC 801-41081

AUM

$189M

Regulatory assets under management

Employees

76 client accounts

Services offered by WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Mark Schultz offer?

Daniel Mark Schultz specializes in Investment Management.

What are Daniel Mark Schultz's credentials?

Daniel Mark Schultz holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Mark Schultz located?

Daniel Mark Schultz is based in ATLANTA, Georgia, last registered with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC.

How does Daniel Mark Schultz charge for services?

Daniel Mark Schultz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILMINGTON TRUST INVESTMENT MANAGEMENT LLC?

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC has approximately 12 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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