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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-30 |
Branch Locations
2885 Harbor Ave Sw, Ste D, Seattle, WA 98126 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 10/2024 | Present |
| Davis Square Donuts And Bagels | Somerville | MA | 06/2021 | 05/2022 |
| Azenta Life Sciences | Burlington | MA | 09/2021 | 05/2022 |
| Pagliacci Pizza | Seattle | WA | 01/2023 | 08/2023 |
| Juniper Cafe | San Fransisco | CA | 10/2023 | 09/2024 |
| Tufts University | Medford | MA | 08/2017 | 05/2021 |
| Ingraham High School | Seattle | WA | 09/2013 | 05/2017 |
| Unemployed | Seattle | WA | 05/2022 | 01/2023 |
1.Mr. Schwartz uses Stonebridge Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Schwartz is registered at, and is related to his investment services practice. Mr. Schwartz devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Schwartz devotes to activity providing investment services through PAG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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