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Erich Jason Schwerd

Cigx, LLC

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About Erich Jason Schwerd

Erich Schwerd is a financial advisor currently registered with Cigx, LLC. Erich is licensed in Florida, Georgia and Texas. Erich has been in the financial industry since 10/1998. Erich has experience in the financial industry and has worked at Cigx, LLC since 10/2003. Erich holds the Series 63, Series 66 and Series 7 licenses. Erich's areas of specialization include investments, portfolio management, financial planning, retirement planning, and estate planning. Erich's firm, Cigx, LLC provides investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Cigx, LLC also provides portfolio management for pooled investment vehicles.

Firm Information

Erich Schwerd is currently registered with Cigx, LLC. Cigx, LLC is an investment advisor based in the United States. The firm provides financial planning, pension consulting, publication of periodicals, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $36.5 million in regulatory assets under management for 350 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$36.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erich Schwerd’s Registration & Firm History

GA

08/11/2021 - Present

Cigx, LLC (ATLANTA GA)

GA

03/07/2006 - 11/11/2009

1ST GLOBAL CAPITAL CORP. (ATLANTA GA)

GA

10/21/2004 - 03/13/2006

THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erich Jason Schwerd.
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