Kathryn Schwartz, financial advisor Delray Beach FL

Kathryn Schwartz

CRD Number: 2232157
Current Firm: Pawleys Investment Advisors, LLC

Kathryn Schwartz (CRD# 2232157) is an Investment Advisor Representative working at Pawleys Investment Advisors, LLC in Delray Beach, FL and has over 31 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Delray Beach FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Delray Beach FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Ali Abbas, financial advisor Delray Beach FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Pawleys Investment Advisors, LLC Surfside Beach, SC Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kathryn E. Schwartz
Phone Number: 843-655-6225
Registered State(s):
  • FL
  • SC
Current Firm Details
Pawleys Investment Advisors, LLC
Firm's CRD Number: 155199
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $156,847
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, SC

Ready to hire a financial advisor? Get competitive proposals from Kathryn Schwartz and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.