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 organized as a corporation and has been SEC-registered since 1985. Ownership is held by an individual, and the firm's regulatory classification in the available record is listed as unclassified. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Publicly disclosed details about the firm’s client mix, advisory service lines, fee structure and day-to-day business activities are minimal in the source data. That limited disclosure makes it difficult to characterize its target client segments, revenue model, or specific investment-management approach from the available records.
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
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