Michael Schwartz (CRD# 2240459) is an Investment Advisor Representative working at Mz Capital, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mz Capital Management | Bethesda, MD | Jan 2018 - Current | 6 |
| Securities America Advisors, Inc. | Lancaster, PA | Oct 2012 - Oct 2017 | 5 |
| Securities America, Inc. | Lancaster, PA | Feb 2006 - Oct 2017 | 11 |
| Master's Financial Associates | Lancaster, PA | Jan 2004 - Oct 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
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Total Assets Under Management132MILLIONS
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Total Number of Accounts450ACCOUNTS
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Average Account Value$294,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
DC, MD, TX, VA
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