Eric Schwartz, financial advisor Somerset NJ

Eric Schwartz

CRD Number: 5879911
Current Firm: Aem Asset Management, LLC

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.

Similar Advisors
Danna Jacobs, financial advisor Somerset NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Somerset NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Kevin Kruse, financial advisor Somerset NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
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
Contact Info for Eric J. Schwartz
Phone Number: 973-714-6437
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.