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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Schwartz has been in the financial services industry for over 35 years, specializing in portfolio management for businesses and individuals. Milton is registered as a Broker/Dealer and Investment Advisor Representative in various states, including South Carolina, Texas, and several others. He has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, trusts, and pension plans. Milton currently works at &partners, a Nashville-based investment firm with over $1 billion in assets under management. Before joining &partners, Milton was employed by Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/10/2024 - Present
&partners (NASHVILLE TN)
SC
05/09/2014 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
SC
10/30/2000 - 05/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMTER SC)
MO
10/21/1987 - 10/31/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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