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Michael Curt Schwartz

MZ Capital, LLC

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About Michael Curt Schwartz

Michael Schwartz is a financial advisor with MZ Capital, LLC. Michael is licensed in Maryland. Michael has been in the financial industry for over two decades. Michael has experience working with high-net-worth individuals and individuals other than high-net-worth. Michael's expertise includes financial planning, portfolio management for individuals, and pension consulting. Michael previously worked for Securities America, Inc. and Vanguard Marketing Corporation.

Firm Information

Michael Schwartz is currently registered with MZ Capital, LLC. MZ Capital, LLC is an investment advisor headquartered in . The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They also offer pension consulting and publish periodicals. The firm manages approximately $132,361,225 in assets for 450 clients.

$132.36M

Assets Under Management

1

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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fixed fees

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

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percentage of assets

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

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Michael Schwartz’s Registration & Firm History

MD

08/10/2023 - Present

MZ Capital, LLC (BETHESDA MD)

PA

03/22/2006 - 10/27/2017

SECURITIES AMERICA, INC. (LANCASTER PA)

PA

12/07/1992 - 07/13/1997

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Curt Schwartz. Review regulatory record here.
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