Best Investors Account Sign in
Inactive

Robert Christopher Schwartz

Schwartz Investment Counsel Inc

Plymouth, MI

CRD 4473324

Claim This Profile
Employer firm

Schwartz Investment Counsel Inc CRD 104693

$3.79B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwartz Investment Counsel Inc

801 W. Ann Arbor Trail Ste 244, Plymouth, MI 48170 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-10-14
  • MI RA
    APPROVED
    Since 2010-10-14

Branch Locations

801 W. Ann Arbor Trail Ste 244, Plymouth, MI 48170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schwartz Investment Counsel Bloomfield Hills MI 01/2001 Present
  • 01/2001 → Present
    Schwartz Investment Counsel
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-24
S63 Uniform Securities Agent State Law Examination 2002-01-07
  • S65 Uniform Investment Adviser Law Examination
    2010-09-24
  • S63 Uniform Securities Agent State Law Examination
    2002-01-07
Other Names
  • Robert Christopher Schwartz
  • Bob Schwartz

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
LPL FINANCIAL LLC

Nearby Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT

Nearby Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI

More in Plymouth, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor