William Schultz has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
William Schultz’s longest registration was 19 years at BFT Financial Group, LLC (2002–2022). Before joining LEO Wealth Americas in 2026, William Schultz was registered through Leo Wealth, LLC and BFT Financial Group, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearHurst, TX · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 4 yearsEdison, NJ · Adviser representative · Firm CRD 283891
- BFT Financial Group, LLC– · 19 yearsHurst, TX · Adviser representative · Firm CRD 109121
Investment adviser representative registrations
William Schultz is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 9 June 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 1999 |
| Series 24 | General Securities Principal Examination | 8 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1992 |
| Series 7 | General Securities Representative Examination | 1 April 1992 |
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William David Schultz
- CRD
- 2219862
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 860 AIRPORT FREEWAY, SUITE 402, Hurst, TX 76054
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Schultz work?
William Schultz is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Schultz a financial advisor?
Yes. William Schultz has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does William Schultz have?
William Schultz has 34 years in the financial industry, since April 1992, across 3 adviser firms.
What exams has William Schultz passed?
William Schultz has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 65, Series 53, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in April 1992. FINRA credited William Schultz with the SIE, which began in October 2018.
Where did William Schultz work before LEO Wealth Americas?
Before LEO Wealth Americas, William Schultz was registered through BFT Financial Group, LLC, August 2002 to January 2022.
Where is William Schultz based?
William Schultz’s registered office is in Hurst, TX.
Is William Schultz registered with FINRA?
Yes. William Schultz has a current broker registration, under CRD 2219862.
Source: FINRA BrokerCheck
How can I verify William Schultz’s record?
Search CRD 2219862 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Schultz’s full registration record.
