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Ernest Fred Schultz

6 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

Oceanside, NY

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History

Regulatory History (2)
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Judgment / Lien
November 2010
Judgment / Lien
November 2010
Other Business ActivitiesSells Insurance

Ernest is a producer/owner at Clarkson Media, a video production company, since 1994, dedicating a few hours per week. He is also a registered representative at Harbor Financial, Inc. and an IAR at Latitude Advisors, LLC, spending nearly full-time hours at each.

Employment History
Current Registrations
Gwn Securities INC.
March 2024 - Present · 1 yr 11 mos
Gwn Securities INC.Broker
March 2024 - Present · 1 yr 11 mos
Latitude Advisors, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
MML Investors Services, LLC
June 2021 - February 2023 · 1 yr 8 mos
MML Investors Services, LLCBroker
October 2020 - February 2023 · 2 yrs 4 mos
Park Avenue Securities LLC
June 2020 - October 2020 · 4 mos
Park Avenue Securities LLCBroker
March 2018 - October 2020 · 2 yrs 7 mos
State Registrations2 states
NCNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ernest Fred Schultz - Financial Advisor | TrueAdvisor