CARL ALAN SCHULTZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2025-12-05 | present | Yes |
| FOREFRONT WEALTH MANAGEMENT | 2019-01-12 | 2026-03-16 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-09-04 | 2019-01-17 | — |