Unclaimed
Stephen Schwarzbach is an Investment Advisor Representative at Icon Wealth Partners, a registered investment advisor firm in Houston, TX. Stephen has been working in the financial services industry since 2008, specializing in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Stephen has a strong background in investment management, having held previous roles at Morgan Stanley and Citigroup Global Markets Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
TX
08/01/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
02/22/2017 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
06/01/2009 - 02/23/2017
MORGAN STANLEY (HOUSTON TX)
TX
07/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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