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Gabriel Stephen Beshara

Gregory J. Schwartz & Co., Inc.

Bloomfield Hills, MI

Bloomfield Hills, MI

CRD 5326752

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Employer firm

Gregory J. Schwartz & Co., Inc. CRD 7294

$10.5B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Gregory J. Schwartz & Co., Inc.

3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-25
FL RA APPROVED 2023-04-17
MI RA APPROVED 2023-04-14
  • TX RA
    APPROVED
    Since 2024-01-25
  • FL RA
    APPROVED
    Since 2023-04-17
  • MI RA
    APPROVED
    Since 2023-04-14

Branch Locations

3707 W Maple Rd Ste 201, Bloomfield Hills, MI 48301-3204 • UNITED STATES

3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • 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
Mcfawn Financial Services Group, Llc Troy MI 07/2012 09/2016
Gregory J. Schwartz & Co., Inc. Bloomfield Hills MI 09/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2013-03-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2013-03-11

View on SEC IAPD

Nearby Firms

ENGLISH CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI

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