Adrian SchwartzCRD Number: 5951699
Current Firm: Td Ameritrade, Inc.
Adrian Schwartz (CRD# 5951699) is an Investment Advisor Representative working at Td Ameritrade, Inc. in New York, NY and has over 6 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Bank Of America, N.a.||Pennington, NJ||May 2013 - Current||4|
|New Jersey Snow Tours||Holmdel, NJ||Oct 2012 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Apr 2013 - Jan 2014||< 1|
|Unemployed||Aberdeen, NJ||Jul 2012 - Apr 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jun 2011 - Jul 2012||1|
|Adp Retirement Services||Florham Park, NJ||Jan 2009 - Jun 2011||2|
|Adp Retirement Services||Florham Park, NJ||Sep 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.