Claim Profile
RS

Robert Clifton Schulte

CLARIS ADVISORS, LLC·ST. LOUIS, Missouri
Unclaimed Profile
800 MARKET STREET, ST. LOUIS, MO 63101-2501CRD# 4487300Firm CRD# 117734
01

About

Robert Clifton Schulte is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with CLARIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CLARIS ADVISORS, LLC
CLARIS ADVISORS, LLC
AUM
$678M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4487300
Firm CRD# 117734
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Clifton Schulte offer?
Robert Clifton Schulte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Robert Clifton Schulte's credentials?
Robert Clifton Schulte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Clifton Schulte located?
Robert Clifton Schulte is based in ST. LOUIS, Missouri, working with CLARIS ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Robert Clifton Schulte charge for services?
Robert Clifton Schulte'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 CLARIS ADVISORS, LLC?
CLARIS ADVISORS, LLC has approximately 5 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty