Melanie SchwartzCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management9,824MILLIONS
Total Number of Accounts19,483ACCOUNTS
Average Account Value$504,240
- 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
- Selection of other advisers (including private fund managers)
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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