Trevor Shultz has been Managing Member / Principal / Chief Compliance Officer of Clarity Financial Advisors since September 2022, is a control person of the firm and directly owns between 50% and 75% of it.
Clarity Financial Advisors LLC is a St. Petersburg, FL firm with $150M under management, 992 clients and 6 advisers across 8 offices, as of its September 2026 filing.
Trevor Shultz is Co-Founder & Lead Advisor of Clarity Financial Advisors, based in St. Petersburg, Florida. He co-founded the firm in 2022. His path into financial planning began in pastoral ministry.
Trevor Shultz’s longest registration is the current one, 3 years at Clarity Financial Advisors since 2022. Before joining Clarity Financial Advisors in 2022, Trevor Shultz was registered through Cambridge Investment Research Advisors, Inc.
- – present · 3 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 323321
- Cambridge Investment Research Advisors, Inc.– · 3 yearsBradenton, FL · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Trevor Shultz is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is Texas, in December 2022.
- FloridaSince 8 November 2022
- TexasSince 22 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 29 March 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 April 2018 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Trevor K Shultz
- CRD
- 6915449
- Firm
- Clarity Financial Advisors · CRD 323321
- Role
- Managing Member / Principal / Chief Compliance Officer
- Office
- St. Petersburg, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theclarityfinancial.com
Where does Trevor Shultz work?
Trevor Shultz has been Managing Member / Principal / Chief Compliance Officer of Clarity Financial Advisors LLC since September 2022, and is a control person of the firm.
Is Trevor Shultz a financial advisor?
Yes. Trevor Shultz has a current investment-adviser registration in Florida and Texas, through Clarity Financial Advisors since November 2022.
How many years of experience does Trevor Shultz have?
Trevor Shultz has 8 years in the financial industry, since April 2018, across 2 adviser firms.
What exams has Trevor Shultz passed?
Trevor Shultz has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in April 2018. FINRA credited Trevor Shultz with the SIE, which began in October 2018.
Where did Trevor Shultz work before Clarity Financial Advisors?
Before Clarity Financial Advisors, Trevor Shultz was registered through Cambridge Investment Research Advisors, Inc., January 2019 to November 2022.
Where is Trevor Shultz based?
Trevor Shultz’s registered office is in St. Petersburg, FL.
Is Trevor Shultz registered with FINRA?
No. Trevor Shultz has no current broker registration.
How can I verify Trevor Shultz’s record?
Search CRD 6915449 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Shultz’s full registration record.