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Gregory John Schwartz

Gregory J. Schwartz & CO., Inc.

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About Gregory John Schwartz

Gregory John Schwartz is a Registered Representative with Gregory J. Schwartz & CO., Inc.. Gregory Schwartz has worked in the financial services industry since April 15, 2016. Gregory Schwartz has a Series 63, Series 65, Series 7, and SIE licenses. Gregory Schwartz is registered in California, Florida, Michigan and Virginia and is affiliated with Gregory J. Schwartz & CO., Inc.. Gregory Schwartz is a financial advisor with a focus on Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Financial Planning, Pension Consulting and Educational Seminars.

Firm Information

Gregory Schwartz is currently registered with Gregory J. Schwartz & CO., Inc.. Gregory J. Schwartz & CO., Inc. is a corporation formed in 1976, headquartered in Bloomfield Hills, MI. They provide financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They are registered with the SEC and in all 50 states plus Puerto Rico, and they manage over $7.7 billion in assets for clients across various categories, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Gregory J. Schwartz & CO., Inc.

3707 W. MAPLE RD

BLOOMFIELD HILLS, MI 48301

$7.74B

Assets Under Management

Not reported

Total Clients

28

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Gregory Schwartz’s Registration & Firm History

MI

07/11/2019 - Present

Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)

MI

11/15/2016 - 06/12/2019

AXA ADVISORS, LLC (TROY MI)

MI

02/29/2016 - 10/26/2016

GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)

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Licenses & Designations

IA

Issued 12/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory John Schwartz.
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