Unclaimed
Anthony Alexander Schwartz is an investment banking professional with over 15 years of experience in the financial services industry. Anthony is currently registered with Perella Weinberg Partners LP, a leading independent financial advisory firm. Prior to joining Perella Weinberg Partners LP, Anthony worked at a number of prominent financial institutions including Citigroup Global Markets Inc., Macquarie Capital (USA) Inc., and Fox-Pitt Kelton Cochran Caronia Waller (USA) LLC. Anthony holds the Series 7, Series 63, Series 79TO and SIE licenses and is registered with the state of Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IL
03/27/2020 - Present
Perella Weinberg Partners LP (Chicago IL)
IL
10/28/2015 - 04/02/2020
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
12/01/2009 - 09/17/2015
MACQUARIE CAPITAL (USA) INC. (CHICAGO IL)
IL
09/04/2007 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (CHICAGO IL)
IL
04/24/2007 - 08/31/2007
COCHRAN CARONIA WALLER SECURITIES LLC (CHICAGO IL)
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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