Harry Schwarz, financial advisor Lynchburg VA

Harry Schwarz

CRD Number: 6251397
Current Firm: Brown Edwards Wealth Strategies

Harry Schwarz (CRD# 6251397) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Brown Edwards Roanoke, VA Jun 2018 - Current 5
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies Roanoke, VA Feb 2017 - Current 7
Brown Edwards Roanoke, VA Feb 2017 - May 2018 1
Dixon Hughes Goodman LLP Roanoke, VA Sep 1998 - Jan 2017 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Harry Schwarz
Phone Number: 434 948-9000
Registered State(s):
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $483,566
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, LA, TN, VA, WV

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