Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
16yrs
William Schultz
Financial advisor at Raymond James & Associates
William Schultz is a fiduciary financial advisor in St. Petersburg, Florida, with 16 years in the industry. After five years at Truist Advisory Services and three years at Wells Fargo Advisors, William joined Raymond James & Associates in 2026, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 55% of advisors in St. Petersburg
Office200 Central Avenue 24th Floor, St. Petersburg, FL 33701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowRaymond James & Associates, Inc.Current firm
- 2021 – 2026Truist Advisory Services, Inc.Previously
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
- Sep 2016 – Jan 2018TD Ameritrade, Inc.Previously
- Sep 2016 – Jan 2018TD Ameritrade Investment Management, LLCPreviously
- 2011 – 2016MerrillPreviously
- Sep 2010 – Feb 2011Voya Financial Advisors, Inc.Previously
Contact William
(727) 567-1000Raymond James & Associates main office 200 Central Avenue 24th FloorSt. Petersburg, FL 33701Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 William
How do I contact William?
Call Raymond James & Associates at (727) 567-1000 and ask for William Schultz. William works from the St. Petersburg, FL office.
How long has William been a financial advisor?
William has been in the industry since 2010, about 16 years. More experience than 55% of advisors in St. Petersburg.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask William 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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