Matthew Schwarz, financial advisor Los Angeles CA

Matthew Schwarz

CRD Number: 2923798
Current Firm: Maze Investments, LLC

Matthew Schwarz (CRD# 2923798) is an Investment Advisor Representative working at Maze Investments, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Maze Investments, LLC Los Angeles, CA Jul 2017 - Current 5
Maze Investments, LLC Los Angeles, CA Apr 2012 - Jul 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Matthew J. Schwarz
Phone Number: (310) 846-8574
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $30,870,750
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA

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