Inactive

Ryan Sholtz

CRD 8311873

Claim This Profile

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-07-10

MI RA
APPROVED

Since 2026-07-10

Branch Locations

260 E Brown, Suite 100, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Corient Services Llc	Miami	FL	07/2026	Present
Corient	Birmingham	MI	07/2026	Present
Michigan State University	East Lansing	MI	08/2024	05/2026
Corient	St. Petersburg	FL	06/2025	08/2025
Dan's Excavating Inc.	Shelby Township	MI	01/2022	08/2024
Cracklewood Golf Club	Macomb	MI	05/2019	10/2021
Unemployed	Macomb	MI	07/2016	04/2019

07/2026 → Present

Corient Services Llc

Miami, FL
07/2026 → Present

Corient

Birmingham, MI
08/2024 → 05/2026

Michigan State University

East Lansing, MI
06/2025 → 08/2025

Corient

St. Petersburg, FL
01/2022 → 08/2024

Dan's Excavating Inc.

Shelby Township, MI
05/2019 → 10/2021

Cracklewood Golf Club

Macomb, MI
07/2016 → 04/2019

Unemployed

Macomb, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-19

S65 Uniform Investment Adviser Law Examination

2025-07-19

View on SEC IAPD

More in Birmingham, MI

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor