Schlitt Investor Services, Inc.
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 16071
- Registered since
- October 18, 1985
- Website
- schlittservices.com
Firm profile
FINTRXOverview
Schlitt Investor Services, Inc. is a corporate advisory entity that has been registered with the SEC since 1985. The firm is individually owned and is classified in the available data as "unclassified." The record indicates Schlitt Investor Services does not act as a capital allocator and does not identify as an active ESG investor. It is not reported as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Jeffrey Schlitt
Vice PresidentCRD 4126256
Christopher Dibenedetto
Registered RepresentativeCRD 1037221
Robert Schlitt
PresidentCRD 1403831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 1717 Indian River Blvd
- Time zone
- ET (UTC-5)
- Office locations
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