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 listed as individual, and the firm is classified as unclassified in the available records. The profile indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Beyond these structural and registration details, the source material does not supply specifics about the firm’s advisory services, client types, fee structure, or investment process.
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
Jeffrey Schlitt
Vice PresidentCRD 4126256
Christopher Dibenedetto
Registered RepresentativeCRD 1037221
Robert Schlitt
PresidentCRD 1403831
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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