SCHLITT INVESTOR SERVICES, INC.

Broker-DealerFINRA MemberEst. 1985
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 and has been SEC-registered since 1985. The firm is individually owned and is classified in the available records as "Unclassified." FINTRX lists it as not acting as a capital allocator and not participating in ESG-focused investing. The firm is not identified as a multistate adviser, newly formed adviser, pension consultant, or related adviser. FINTRX provides minimal operational detail: there are no entries for client segments, fee arrangements, advisory activities, or broader business lines, and the firm has not supplied information about activities or external affiliations. That absence of disclosure makes it difficult to characterize target clients, service model, or investment process from public marketplace data alone.

Assets & Accounts

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
  • JEFFREY SCHLITT

    Vice PresidentCRD 4126256

  • CHRISTOPHER DIBENEDETTO

    Registered RepresentativeCRD 1037221

  • ROBERT SCHLITT

    PresidentCRD 1403831

Unlock 2 more contacts

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