Eric Schwartz (CRD# 5879911) is an Investment Advisor Representative working at Aem Asset Management, LLC in Somerset, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aem Asset Management, LLC | Somerset, NJ | Aug 2020 - Current | 3 |
| Aem Asset Management, LLC | Somerset, NJ | May 2020 - Current | 4 |
| Njpmi LLC | Maplewood, NJ | Mar 2012 - Current | 12 |
| Rrbb (rosenburg Rich Baker Berman & Company) | Maplewood, NJ | Jan 2010 - Current | 14 |
| Rrbb Asset Management LLC | Maplewood, NJ | Dec 2019 - Dec 2020 | 1 |
| Rrbb Asset Management LLC | Maplewood, NJ | May 2011 - Dec 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- NJ
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$2,841,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, NY, PA
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