Stephen Schultz has been an investment adviser representative at Bastion Fiduciary since September 2026, and is not listed among the firm’s executive officers or direct owners. Stephen Schultz holds a Bachelor of Science in Business Administration from Towson University.
Bastion Fiduciary, LLC is a firm with $125M under management, 242 clients and 6 advisers in one office, as of its April 2026 filing.
Stephen Schultz is Associate Advisor at Bastion Fiduciary. He was introduced to the financial planning profession while interning under Kirk Kinder at Picket Fence Financial, where he supported administrative operations and assisted with planning-related work. After graduating, he gained experience in corporate finance before returning to the advisory profession.
- Bastion FiduciaryCurrent– present · under a yearAberdeen, MD · Adviser representative · Firm CRD 333420
Investment adviser representative registrations
Stephen Schultz is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- MarylandSince 30 September 2026
- TexasSince 30 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Sebastian Schultz
- CRD
- 8347363
- Firm
- Bastion Fiduciary · CRD 333420
- Office
- Aberdeen, MD
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lastbastion.com
Where does Stephen Schultz work?
Stephen Schultz is an investment adviser representative registered through Bastion Fiduciary, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Schultz a financial advisor?
Yes. Stephen Schultz has a current investment-adviser registration in Maryland and Texas, through Bastion Fiduciary since September 2026.
How many years of experience does Stephen Schultz have?
Stephen Schultz has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Stephen Schultz passed?
Stephen Schultz passed the Series 65 in September 2026.
Where is Stephen Schultz based?
Stephen Schultz’s registered office is in Aberdeen, MD.
Is Stephen Schultz registered with FINRA?
No. Stephen Schultz has no current broker registration.
How can I verify Stephen Schultz’s record?
Search CRD 8347363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Schultz’s full registration record.
