Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
26yrs
Stuart Schultz is a fiduciary financial advisor in Fort Worth, Texas, with 26 years in the industry. Stuart joined Merrill in 2001, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 17% by experience in Fort Worth
Office301 Commerce St, Fort Worth, TX 76102
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2001 – nowMerrillCurrent firm
Contact Stuart
(800) 637-7455Firm headquarters in New York, NY. Ask for Stuart. 301 Commerce StFort Worth, TX 76102Office · Get directions
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Merrill at (800) 637-7455 and ask for Stuart Schultz. Stuart works from the Fort Worth, TX office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2001, about 26 years. Top 17% by experience in Fort Worth.
What licenses does Stuart hold?
Series 66. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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