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.

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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
    128
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $2,841,821
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

NJ, NY, PA

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