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Peter Francis Schwartz

Gregory J. Schwartz & CO., Inc.

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About Peter Francis Schwartz

Peter Schwartz is a financial advisor with over 27 years of experience in the industry. Peter is a registered investment advisor with Gregory J. Schwartz & CO., Inc. and has been with the firm since June 1991. Previously, Peter worked at Morgan Stanley & Co., Incorporated. Peter has a diverse background and offers a wide range of services including portfolio management for individuals, businesses, and pooled investment vehicles. Peter also provides financial planning and pension consulting services.

Firm Information

Peter 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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Peter Schwartz’s Registration & Firm History

MI

01/29/2024 - Present

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

NY

03/17/1999 - 06/25/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

MI

06/21/1996 - 03/23/1999

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

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Licenses & Designations

IA

Issued 07/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Francis Schwartz.
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