Walter Schwartz, financial advisor Bloomfield Hills MI

Walter Schwartz

CRD Number: 1282286
Current Firm: Schwartz & Company

Walter Schwartz (CRD# 1282286) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Gregory J. Schwartz & Company, Inc. Bloomfield Hills, MI Jul 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Walter G. Schwartz
Phone Number: 248-644-2701
Firm Website: https://www.gjsco.com
Registered State(s):
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MI
  • NV
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    7,741
    MILLIONS
  • Total Number of Accounts
    1,241
    ACCOUNTS
  • Average Account Value
    $6,237,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, WI

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