Earlyshares Management LLC
Earlyshares Management LLC (CRD# 220518) is a financial advisory firm headquartered in Miami, FL. They manage $2,035,266 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$678,422
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Heather Schwarz (CRD# 4210564) is an Investment Advisor Representative working at Earlyshares Management LLC in Miami, FL and has over 9 years of experience in the finance industry. Heather Schwarz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.