Best Investors
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Account
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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-16 |
Branch Locations
1162 Pittsford Victor Rd Ste 200, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Town Of Perinton | Fairport | NY | 09/2015 | 01/2018 |
| Town Of Perinton Department Of Public Works | Fairport | NY | 06/2015 | 03/2020 |
| Conserve | Fairport | NY | 09/2019 | 11/2019 |
| Unemployed | Fairport | NY | 03/2020 | 01/2021 |
| Financial Partners Of Upstate New York | Rochester | NY | 01/2021 | 03/2022 |
| Coordinated Plan Inc | Pittsford | NY | 03/2022 | 04/2025 |
| Unemployed | Fairport | NY | 04/2025 | 09/2025 |
| Russell K Schwartzbeck | Pittsford | NY | 09/2025 | 10/2025 |
| Mml Investors Services Llc | Rochester | NY | 08/2021 | 03/2022 |
| Valmark Securities Inc | Pittsford | NY | 03/2022 | 04/2025 |
| Valmark Advisers Inc | Pittsford | NY | 01/2024 | 04/2025 |
| Russell Schwartzbeck | Pittsford | NY | 10/2025 | Present |
| Northwestern Mutual Investment Services Llc | Pittsford | NY | 10/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | Present |
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
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