Stuart Grant Schultz

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → Present
  Merrill Lynch
  Ft Worth, TX
• 09/2009 → Present
  Bank Of America, Na
  Southlake, TX

Other Businesses

I*37358 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: OIL AND GAS MINERAL ROYALTIES- PERSONAL HOME PROPE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: FORT WORTH, TEXAS 76109 NATURE OF BUSINESS: OTHER,I PERSONALLY RECEIVED A MONTHLY ROYALTY CHECK POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2006 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LEASED MINERALS TO CHEASAPEAKE ENERGY

Exams

• S66 Uniform Combined State Law Examination
  2001-01-08

Other Names

• Stuart Shultz
• Stuart Grant Schultz Iii