Frank Schweitzer, financial advisor Diamond Bar CA

Frank Schweitzer

CRD Number: 1230629
Current Firm: Syndicated Capital, Inc.

Frank Schweitzer (CRD# 1230629) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Syndicated Capital, Inc. Santa Monica, CA Apr 2014 - Current 9
First Wilshire Securities Management, Inc. Pasadena, CA Dec 1983 - Current 40
Self Employed San Marino, CA Jul 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
Contact Info for Frank P. Schweitzer
Phone Number: 310-751-7098
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $248,585
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, HI, NJ, OH, OR, PA, VA, WA

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