Robert Schwartz (CRD# 7553616) is an Investment Advisor Representative working at Federated Investment Counseling in Pittsburgh, PA and has over 3 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Federated Investment Counseling | Pittsburgh, PA | May 2022 - Current | 1 |
| Federated Hermes Inc. | Pittsburgh, PA | Aug 2021 - Current | 2 |
| First Commonwealth Advisors | Pittsburgh, PA | Dec 2019 - Aug 2021 | 1 |
| Pnc Financial Services Group | Pittsburgh, PA | Aug 2018 - Dec 2019 | 1 |
| Indiana University Of Pennsylvania | Indiana, PA | Mar 2017 - Dec 2019 | 2 |
| Indiana University Of Pennsylvania | Indiana, PA | Aug 2014 - Jun 2018 | 3 |
| Indiana University Of Pennsylvania | Indiana, PA | Jun 2017 - Aug 2017 | < 1 |
| Indiana University Of Pennsylvania | Indiana, PA | Aug 2016 - Feb 2017 | < 1 |
| John Hancock Financial Corp | Boston, MA | Jun 2016 - Aug 2016 | < 1 |
| Indiana University Of Pennsylvania | Indiana, PA | Aug 2015 - May 2016 | < 1 |
| Jc Penneys | Pittsburgh, PA | May 2015 - Sep 2015 | < 1 |
| Jc Penney | Pittsburgh, PA | Sep 2013 - May 2015 | 1 |
| Thomas Jefferson High School | Jefferson Hills, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- PA
- PR
- TX
-
Total Assets Under Management185,452MILLIONS
-
Total Number of Accounts7,838ACCOUNTS
-
Average Account Value$23,660,649
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
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, WY
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