Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristine Mary Schwork

BNY Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristine? Claim Your Profile

About Kristine Mary Schwork

Kristine Mary Schwork is a registered representative with BNY Advisors. Kristine is a financial professional with over 17 years of experience in the industry. She is registered to provide investment advice in Connecticut, New Jersey, Pennsylvania, and Washington. Kristine specializes in working with individuals, corporations, charitable organizations, and pension plans. She holds the Series 7, 24, 52TO, 63, and 65 licenses. She is also qualified to provide investment advice to pooled investment vehicles and businesses.

Firm Information

Kristine Schwork is currently registered with BNY Advisors. BNY Advisors, based in Pennington, NJ, is an investment advisor with over $19.7 billion in regulatory assets under management. The firm offers a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. BNY Advisors also provides mutual fund screening and model portfolio delivery services. Their client base includes individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
BNY Advisors

1800 AMERICAN BLVD.

PENNINGTON, NJ 08534

$19.69B

Assets Under Management

23

Total Clients

27

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

mutual fund screening, model portfolio delivery

Mutual fund screening, model portfolio delivery

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Asset based fees related to model portfolio delivery

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristine Schwork’s Registration & Firm History

NJ

04/23/2021 - Present

BNY Advisors (PENNINGTON NJ)

Not sure if Kristine Mary Schwork is right for you?

Licenses & Designations

BC

Issued 05/04/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/31/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kristine Mary Schwork.
Not sure if Kristine Mary Schwork is right for you?