Profile
Mr. Carl Schultz is a Chief Executive Officer & Chief Investment Officer at Forefront Wealth Management, Inc. Mr. Schultz was previously employed as a Managing Director & Senior Portfolio Manager by Wells Fargo Clearing Services LLC and a Senior Financial Consultant by Merrill Lynch, Pierce, Fenner & Smith, Inc.
Carl Schultz active positions
| Companies | Position | Start |
|---|---|---|
Forefront Wealth Management, Inc.
 Forefront Wealth Management, Inc. Investment ManagersFinance Forefront Wealth Management, Inc. (Forefront) is an independent registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was founded by Carl Schultz in 2018. Forefront manages investment portfolios for individuals, high net worth individuals, trusts, businesses and institutions. | Chief Executive Officer | 2018-12-31 |
Former positions of Carl Schultz
| Companies | Position | End |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Portfolio Manager-Equities | 2018-12-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 1997-12-31 |
Advest, Inc. (New York)
 Advest, Inc. (New York) Investment ManagersFinance Part of Bank of America Corp., Advest, Inc. is a company based in Brooklyn, NY that provides investment advice. | Corporate Officer/Principal | 1982-10-31 |
Experiences
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Members of the board
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Linked companies
| Private companies | 4 |
|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Advest, Inc. (New York)
Advest, Inc. (New York) Investment ManagersFinance Part of Bank of America Corp., Advest, Inc. is a company based in Brooklyn, NY that provides investment advice. | Finance |
Forefront Wealth Management, Inc.
Forefront Wealth Management, Inc. Investment ManagersFinance Forefront Wealth Management, Inc. (Forefront) is an independent registered investment advisor and wealth management firm headquartered in Malvern, Pennsylvania. The firm was founded by Carl Schultz in 2018. Forefront manages investment portfolios for individuals, high net worth individuals, trusts, businesses and institutions. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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