William Schultz

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 01/2018
  Td Ameritrade
  Jersey City, NJ
• 01/2018 → 04/2021
  Wells Fargo Clearing Services Llc
  Westfield, NJ
• 04/2021 → 01/2026
  Truist Investment Services Inc
  Atlanta, GA
• 04/2021 → 01/2026
  Truist Advisory Services, Inc
  Atlanta, GA
• 01/2026 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2021-04-20 → 2026-01-07
  Truist Advisory Services, Inc.
  Newtown, PA
• 2018-01-18 → 2021-04-19
  Wells Fargo Clearing Services, Llc
  Westfield, NJ
  St. Louis, MO
  Paramus, NJ
  Short Hills, NJ
  Jenkintown, PA
  Yardley, PA
• 2016-09-13 → 2018-01-11
  Td Ameritrade, Inc.
  Langhorne, PA
  Newtown, PA
  Raleigh, NC
  Jersey City, NJ
• 2016-09-13 → 2018-01-11
  Td Ameritrade Investment Management, Llc
  Langhorne, PA
  Newtown, PA
• 2011-03-30 → 2016-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Raleigh, NC
  Raleigh, NC
• 2010-09-10 → 2011-02-24
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-01
• S63 Uniform Securities Agent State Law Examination
  2010-08-02

Designations

• Certified Financial Planner

Other Names

• Bill Lawrence Schultz
• Billy Lawrence Schultz
• Bill Lawrence Schultz
• William Lawrence Schultz
• Bill ^ ^
• Billy ^ ^