Best Investors Account Sign in
Inactive

Peter Lewin Schwartz

Aspiriant, LLC

Cincinnati, OH

Los Angeles, CA

Claim This Profile
Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-12
OH RA APPROVED 2012-07-16
  • TX RA
    APPROVED_RES
    Since 2019-03-12
  • OH RA
    APPROVED
    Since 2012-07-16

Branch Locations

201 East Fifth Street Suite 1430, Cincinnati, OH 45202 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Aspiriant, Llc Cincinnati OH 06/2012 01/2019
Aspiriant Llc Cincinnati OH 02/2019 Present
Previous Registrations
  • 2010-10-12 → 2012-07-09
    Aspiriant Investment Advisors, Llc
    Cincinnati, OH
    Cincinnati, OH
  • 2004-08-30 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-17
S65 Uniform Investment Adviser Law Examination 2004-08-02
  • S63 Uniform Securities Agent State Law Examination
    2004-08-17
  • S65 Uniform Investment Adviser Law Examination
    2004-08-02

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor