Robert SchwartzCRD Number: 4473324
Current Firm: Schwartz Investment Counsel Inc.
Robert Schwartz (CRD# 4473324) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has over 16 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Schwartz Investment Counsel||Bloomfield Hills, MI||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management1,919MILLIONS
Total Number of Accounts68ACCOUNTS
Average Account Value$28,221,628
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients