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-structured advisory firm that has been SEC-registered since 1985. The firm is owned by an individual and is classified in FINTRX as "Unclassified." Available records indicate Schlitt Investor Services is not a capital allocator, does not identify as an active ESG investor, is not registered as a multistate adviser, and is not listed as a pension consultant or related adviser. FINTRX does not provide detail on the firm's advisory activities, client types, or specific business lines.
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
Christopher Dibenedetto
Registered RepresentativeCRD 1037221
Robert Schlitt
PresidentCRD 1403831
Jeffrey Schlitt
Vice PresidentCRD 4126256
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
Similar firms
Capital Connect, LLC
Broker-DealerVero Beach, FL
Intercoastal Capital Markets, Inc.
Broker-DealerBoca Raton, FL
Gateway Financial Agency Corporation
Broker-DealerArcadia, FL
Integrity Investments, Inc.
Broker-DealerVenice, FL
Insigneo Securities, LLC
Broker-DealerMiami, FL
Portfolio Resources Group, Inc.
Broker-DealerCoral Gables, FL