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
| Title | Managing Member / Principal / Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |