Adviser and broker representative · Raymond James & Associates, Inc.
Andrew J. Schultz
CRD 5689598 · Colorado Springs, CO
At a glance
Andrew J. Schultz is an investment adviser representative with Raymond James & Associates, Inc. in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2011, about 15 years ago. Andrew is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Raymond James & Associates, Inc.Since January 2017Colorado Springs, CO · $501B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.