Adam Schwartz, financial advisor San Antonio TX

Adam Schwartz

CRD Number: 6181240
Current Firm: Eagle Strategies LLC

Adam Schwartz (CRD# 6181240) is an Investment Advisor Representative working at Eagle Strategies LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC San Antonio, TX Nov 2015 - Current 5
Nylife Securities LLC San Antonio, TX Jul 2013 - Current 7
Alison San Antonio, TX Jul 2013 - Current 7
New York Life San Antonio, TX Jun 2013 - Current 7
Minnesota Life Ins Co St Paul, MN May 2013 - Jun 2013 < 1
Securian Financial Services, Inc. St Paul, MN May 2013 - Jun 2013 < 1
Planto Roe Financial Services San Antonio, TX May 2013 - Jun 2013 < 1
Unemployed San Antonio, TX Aug 2012 - Mar 2013 < 1
Jewish Agency For Israel, International Development New York, NY May 2011 - Aug 2012 1
Jewish Federation Of Greater Phoenix Scottsdale, AZ Aug 2003 - Apr 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Adam D. Schwartz
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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