Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Schwartz is an investment advisor representative with Bleakley Financial Group, LLC. David Andrew Schwartz has been in the financial industry since 2010. David Andrew Schwartz is registered to provide investment advisory services in Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. David Andrew Schwartz is also registered to provide securities services in Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, and Arizona.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-investment consulting/implementation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
06/27/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
06/24/2010 - 02/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
IA
Issued 04/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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