Wesley William Schuler

Employer firm

Hollencrest Capital Management CRD 46217

$2.87B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 06/2019 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 01/2019 → 11/2019
  Mill Ave Tacos
  Tempe Az, AZ
• 06/2018 → 12/2018
  Rhino Staging
  Tempe, AZ
• 02/2018 → 05/2018
  Casa Sunba
  Tempe, AZ
• 01/2013 → 02/2018
  Socal Express Lacrosse Company
  Tustin, CA
• 05/2018 → 06/2018
  Unemployed
  Tempe, AZ
• 12/2018 → 01/2019
  Unemployment
  Tempe, AZ
• 12/2021 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 07/2022 → 05/2023
  Securities America, Inc.
  National City, CA
• 07/2022 → 05/2023
  Pfg Advisors, Llc
  National City, CA
• 06/2023 → Present
  Hollencrest Capital Management
  Newport Beach, CA

Previous Registrations

• 2022-07-26 → 2023-05-31
  Pfg Advisors
  National City, CA
• 2022-03-23 → 2022-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Phoenix, AZ
  Phoenix, AZ
  Mesa, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21

Other Names

• Wes William Schuler
• Wesley Schuler