Stuart Schrenzel has been an investment adviser representative at Key Client Fiduciary Advisors since October 2018, and is not listed among the firm’s executive officers or direct owners. Stuart Schrenzel holds a Bachelor's degree in Business and Hotel & Restaurant Management from Purdue University.
Key Client Fiduciary Advisors, LLC is a Fairfield, NJ firm with $896M under management, 2,272 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Stuart Schrenzel is Senior Vice President and Financial Advisor of KCFA. He began his finance and business career in 1986 at Shuttle-Tex, a textile manufacturing company, where he developed the business into a multi-national company. He left the textile industry in 2000 for a career in real estate, then returned to finance at David Lerner Associates, where he was elevated to Vice President of Investments, before joining KCFA as Senior Vice President.
Stuart Schrenzel’s longest registration is the current one, 7 years at Key Client Fiduciary Advisors since 2018. Before joining Key Client Fiduciary Advisors in 2018, Stuart Schrenzel was registered through Wells Fargo Advisors Financial Network, LLC.
- – present · 7 yearsAdviser representative · Firm CRD 298240
- Wells Fargo Advisors Financial Network, LLC– · 1 yearFairfield, NJ · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Stuart Schrenzel is registered as an investment adviser representative in 3 states. The first approvals date from October 2018; the most recent is Florida, in July 2021.
- FloridaSince 2 July 2021
- New JerseySince 7 November 2018
- TexasSince 31 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 2011 |
| Series 7 | General Securities Representative Examination | 9 February 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stuart Mark Schrenzel
- CRD
- 5866071
- Firm
- Key Client Fiduciary Advisors · CRD 298240
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keyclientfa.com
Where does Stuart Schrenzel work?
Stuart Schrenzel is an investment adviser representative registered through Key Client Fiduciary Advisors, LLC since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Stuart Schrenzel a financial advisor?
Yes. Stuart Schrenzel has a current investment-adviser registration in Florida, New Jersey and Texas, through Key Client Fiduciary Advisors since October 2018.
How many years of experience does Stuart Schrenzel have?
Stuart Schrenzel has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has Stuart Schrenzel passed?
Stuart Schrenzel has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2011. FINRA credited Stuart Schrenzel with the SIE, which began in October 2018.
Where did Stuart Schrenzel work before Key Client Fiduciary Advisors?
Before Key Client Fiduciary Advisors, Stuart Schrenzel was registered through Wells Fargo Advisors Financial Network, LLC, April 2017 to October 2018.
Is Stuart Schrenzel registered with FINRA?
No. Stuart Schrenzel has no current broker registration.
How can I verify Stuart Schrenzel’s record?
Search CRD 5866071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stuart Schrenzel’s full registration record.
