Melanie Schwartz, financial advisor Mclean VA

Melanie Schwartz

CRD Number: 5040716
Current Firm: Steward Partners Investment Advisory, LLC

Melanie Schwartz (CRD# 5040716) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mclean, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Mclean, VA Jun 2021 - Current < 1
Steward Partners Global Advisory LLC Mclean, VA Jun 2021 - Current < 1
Steward Partners Investment Advisory LLC Mclean, VA Jun 2021 - Current < 1
Sullender Utley Financial Group, Llc - Affil W/ Steward Partners Mclean, VA Jun 2021 - Current < 1
Steward Partners Global Advisory, LLC Mclean, VA Jun 2021 - Current < 1
Wells Fargo Clearing Services, LLC Mc Lean, VA Nov 2016 - Jun 2021 4
Wells Fargo Advisors Mc Lean, VA Mar 2005 - Nov 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Melanie K. Schwartz
Phone Number: 212-364-0364
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    9,824
    MILLIONS
  • Total Number of Accounts
    19,483
    ACCOUNTS
  • Average Account Value
    $504,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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