Schlitt Investor Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Vero Beach, Florida
CRD number
16071
Registered since
October 18, 1985

Firm profile

FINTRX

Overview

Schlitt Investor Services, Inc. is organized as a corporation with individual ownership. The firm is classified in the dataset as "unclassified," and the snapshot indicates limited disclosure about its advisory business: client base, fee arrangements, and specific business or advisory activities are not provided. The profile also flags several negative indicators in the source: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Christopher Dibenedetto

    Christopher Dibenedetto

    Registered RepresentativeCRD 1037221

  • Robert Schlitt

    Robert Schlitt

    PresidentCRD 1403831

  • Jeffrey Schlitt

    Jeffrey Schlitt

    Vice PresidentCRD 4126256

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth