Charles SwartzCRD Number: 5059104
Current Firm: Commonwealth Financial Network
Charles Swartz (CRD# 5059104) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has 1 year of experience in the finance industry.
Claybrook Capital, LLC
Ameriprise Financial Services, LLC
Equitable Advisors, LLC
|Swartz, Polachek & Company, P.c.||Needham, MA||Apr 1985 - Current||36|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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