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Robert Glenn Schultz

CAPSTONE WEALTH MANAGEMENT GROUP, LLC·CLARKS GREEN, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65Clean record24 years registeredCAPSTONE WEALTH MANAGEMENT GROUP, LLC
285 EAST GROVE STREET, CLARKS GREEN, PA 18411CRD# 3180021Firm CRD# 284547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Glenn Schultz · CLARKS GREEN, PA
Registration
CRD #3180021 · CAPSTONE WEALTH MANAGEMENT GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Jul 2016 – present
LPL FINANCIAL LLC
Jul 2016 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Feb 2014 – Aug 2016
CLARKS GREEN, PA
PRUDENTIAL SECURITIES INCORPORATED
Feb 2002 – Oct 2002
SCRANTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 28, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547 · SEC 801-118547
AUM
$249M
Regulatory assets under management
Employees
5
1,178 client accounts
Services offered by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Robert Glenn Schultz offer?
Robert Glenn Schultz specializes in Financial Planning, Investment Management. Contact their office in CLARKS GREEN, Pennsylvania for a consultation.
What are Robert Glenn Schultz's credentials?
Robert Glenn Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Glenn Schultz located?
Robert Glenn Schultz is based in CLARKS GREEN, Pennsylvania, working with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the CLARKS GREEN metropolitan area and surrounding communities.
How does Robert Glenn Schultz charge for services?
Robert Glenn Schultz'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 CAPSTONE WEALTH MANAGEMENT GROUP, LLC?
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Bryan Adam Kupchik
DUNMORE, PA
CFP
Richard James Condeelis
DUNMORE, PA

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