Gary Schweers, financial advisor San Antonio TX
88 score

Gary Schweers

CRD Number: 6240021
Current Firm: The Bank Of San Antonio Wealth Advisors, LLC

Gary Schweers (CRD# 6240021) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Bank Of San Antonio San Antonio, TX Jan 2011 - Current 5
Padgett, Stratemann & Co San Antonio, TX Aug 2009 - Dec 2010 1
Integrated Compliance Solutions San Antonio, TX Jan 2005 - Dec 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Gary L. Schweers
Phone Number: 210-424-8710
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $558,856
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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