Unclaimed Profile

Patrick Gerard Schultz

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.·WILLIAMSBURG, Virginia

SIE, Series 6, Series 7, Series 31, Series 63, Series 66CFPClean record19 years registeredDOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

304 BULIFANTS BOULEVARD, WILLIAMSBURG, VA 23188CRD# 4926144Firm CRD# 173083

Profile Verification

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

Identity

Patrick Gerard Schultz · WILLIAMSBURG, VA

Registration

CRD #4926144 · DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

May 2025 – present

C F PARKS INC

Jan 2025 – Apr 2025

SALISBURY, NC

HOBART WEALTH

Sep 2024 – Jan 2025

CHARLOTTE, NC

NEUBERGER BERMAN BD LLC

Apr 2023 – Aug 2024

Charlotte, NC

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Oct 2019 – Mar 2023

WILLIAMSBURG, VA

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Feb 2014 – Sep 2019

Chevy Chase, DC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Jan 2007 – Feb 2014

Chevy Chase, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · January 3, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

CRD 173083 · SEC 801-121914

AUM

$163M

Regulatory assets under management

Employees

577 client accounts

Services offered by DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Patrick Gerard Schultz offer?

Patrick Gerard Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Patrick Gerard Schultz's credentials?

Patrick Gerard Schultz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Gerard Schultz located?

Patrick Gerard Schultz is based in WILLIAMSBURG, Virginia, working with DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Patrick Gerard Schultz charge for services?

Patrick Gerard 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 DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.?

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. has approximately 2 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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