Best Investors
Account
Sign in
Best Investors
Account
Sign in
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-02 |
| NJ | RA | APPROVED | 2018-11-07 |
| TX | RA | APPROVED | 2018-10-31 |
Branch Locations
363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States
Bonita Springs, FL • United States
28036 Seasons Tide Ave, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Teaneck | NJ | 11/2010 | 11/2016 |
| Wells Fargo Advisors Financial Network, Llc | Fairfield | NJ | 11/2016 | 10/2018 |
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 10/2018 | Present |
| Realta Equities, Inc. | Fairfield | NJ | 10/2018 | 04/2024 |
1. KEY CLIENT FIDUCIARY ADVISORS LLC; INVESTMENT-RELATED; FAIRFIELD, NJ; INVESTMENT ADVISER; INVESTMENT ADVISER REPRESENTATIVE; 10/2018; 50 HRS/MONTH; 4 HRS/DAY DURING TRADING HRS; PROVISION OF INVESTMENT ADVISORY SERVICES. 2. STATE OF NEW JERSEY REAL ESTATE LICENSE, INVESTMENT-RELATED, DUMONT, NJ, 1/2017, LESS THAN 1 HOUR PER MONTH, MAINTAINS/HOLDS REAL ESTATE LICENSE. 4. EXECUTOR FOR FATHER'S ESTATE; INVESTMENT-RELATED; ENGLEWOOD, NJ; START DATE 2010. 3. STUART MARK SCHRENZEL, REALTOR AND REAL ESTATE AGENT, NON-INVESTMENT-RELATED ACTIVITIES AT 28036 SEASONS TIDE AVENUE, BONITA SPRINGS, FL 34135. RESPONSIBILITIES INCLUDE FINDING AND LISTING HOMES FOR CLIENTS. COMMENCED ON 2025-03-13, REQUIRING APPROXIMATELY 4 HOURS PER MONTH AND NO HOURS DURING TRADING HOURS. WEBSITE: PREMIERPLUSREALTY.COM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-02 |
Reach out to this advisor