Brian M. Schultz

Brian M. Schultz

LPL Financial Advisor

Brian Schultz is President of Choice Point Advisors, LLC where he serves as a Financial Advisor to individuals and small businesses.  He began his career in financial services in 1995 bringing nearly 20 years of experience.  Brian holds the series 4, 7, 24, 53, 63 & 66 securities registrations with LPL Financial along with Life Accident & Health Insurance Licenses.  Currently, Brian is registered/licensed to conduct Securities business and Insurance business in New York, Arizona, Georgia, and Florida.  

In his previous employment, Brian was a Compliance Supervisor providing industry regulation oversight to over 50 advisors throughout New York who managed in excess of $1 Billion of client assets.  After 16 years with the same Regional Broker Dealer, Brian decided it was time for a change.    In December of 2012, Brian formed Choice Point Advisors LLC and joined LPL Financial.  Brian wanted the ability to offer access to objective research and a comprehensive array of financial tools, resources and technology and felt LPL Financial was the right fit.    

Brian lives in DeWitt, NY with his wife and three children and is very involved in his community.  He has served on the Central New York Regional Transportation Authority (CENTRO) Board since 2004 and is now Chairman of the Board.  Additionally, he has been a Fire Commissioner in the DeWitt Fire District since 2006 serving as Chairman of that Board from 2010-2013.  Brian is also a Volunteer Fireman with the DeWitt Fire Department.  Brian was a Town Councilor in the Town of DeWitt until 2013 and currently serves on the Bishop Grimes Jr./Sr. High School Board of Trustees.

Phone (315) 299.8434
Fax (315) 299.8438