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|Financial Advisors in Greenwich, Connecticut|
|Financial Advisor||Office Location||Phone Number|
Scholtz & Company
107 Elm Street,
Stamford, CT 06902
83 Wooster Heights Road,
Danbury, CT 06810
MayTech Global Investments
950 Third Avenue,
New York, NY 10022
Edelman Financial Services, LLC
406 Forest Ave.,
Staten Island, NY 10301
Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT 06095
Series 5, 7, 63, 65
I am a Fee-Based financial professional, Based on Assets
107 Elm Street,
Four Stamford Plaza, 5th Floor,
CT 06902 Phone Number (203) 7149900
Peter Scholtz is the President, Founder, and lead Portfolio Manager at Scholtz & Company, LLC. Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 15 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars. While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation. Peter graduated with a BS degree in economics from Ohio Wesleyan in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5. Peter currently lives in Darien, Connecticut with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and three grandchildren.
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
|List of Additional Financial Advisors in or around Greenwich, Connecticut|
|United Capital Financial Advisers, LLC||Westport, CT|
|Dock Street Asset Management, Inc.||Greenwich, CT|
|Merrill Lynch/The Dotson Wood Group||Stamford, CT|
|The Farrar/Linke Team: Merrill Lynch||Stamford, CT|
|Regency Wealth Management||Ramsey, NJ|
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