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Mary Schwartz Miller

Gregory J. Schwartz & CO., Inc.

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About Mary Schwartz Miller

Mary Miller is a financial advisor with Gregory J. Schwartz & Co., Inc. Mary has been in the industry since 2013 and holds Series 66, SIE, and Series 7 licenses. Mary has experience working with clients including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Mary's previous experience includes working at UBS Financial Services Inc. Mary is also a Board Member for MiCommunity Bancorp.

Firm Information

Mary Miller 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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Mary Miller’s Registration & Firm History

MI

04/21/2017 - Present

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

NJ

08/26/2013 - 11/11/2016

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 10/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Schwartz Miller.
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