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Trevor K Shultz

Managing Member / Principal / Chief Compliance OfficerClarity Financial Advisors LLCCRD 6915449

About Trevor K Shultz

Trevor K Shultz is listed as Managing Member / Principal / Chief Compliance Officer at Clarity Financial Advisors LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Clarity Financial Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trevor K Shultz work?

Trevor K Shultz is listed as Managing Member / Principal / Chief Compliance Officer at Clarity Financial Advisors LLC on SEC Form ADV.

How much of Clarity Financial Advisors LLC does Trevor K Shultz own?

Form ADV reports a beneficial ownership band of 50-75%.

Clarity Financial Advisors LLC

TitleManaging Member / Principal / Chief Compliance Officer
Ownership50-75%
Control personYes
Since2022
View Clarity Financial Advisors LLC →