Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Group, LLC | White River Junction, VT | Jan 2016 - Current | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairifeld, IA | Mar 2015 - Jan 2016 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2014 - Jan 2016 | 1 |
| Summit Wealth Group, LLC | White River Junction, VT | Jul 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- VT
-
Total Assets Under Management516MILLIONS
-
Total Number of Accounts1,137ACCOUNTS
-
Average Account Value$453,881
- 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
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NH, NY, VT
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