Scott Schwartz (CRD# 2518654) is an Investment Advisor Representative working at Ententvest Inc. in Palo Alto, CA and has over 29 years of experience in the finance industry. Scott Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ententvest, Inc. | Palo Alto, CA | Jan 2021 - Current | 3 |
| American Airlines | Dallas, TX | Apr 2001 - Current | 23 |
| Alexander Beard (usa) LLC | San Mateo, CA | Aug 2016 - Jan 2021 | 4 |
| Individual Asset Management | Menlo Park, CA | Sep 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2000 |
- CA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$956,151
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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