# CARL ALAN SCHULTZ

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WAVERLY ADVISORS, LLC](https://search.stillhousedata.com/firm/115332) | 2025-12-05 | present | Yes |
| [FOREFRONT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/299003) | 2019-01-12 | 2026-03-16 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-09-04 | 2019-01-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/720618)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/720618.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.