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Gregory J. Schwartz & Co., Inc. CRD 7294
$10.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| FL | RA | APPROVED | 2015-11-30 |
| MI | RA | APPROVED | 2010-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 09/1998 | Present |
Schwartz Benefit Services, LLC., (Investment related), 3707 W. Maple Road, Ste. 201, Bloomfield Hills, MI 48301, Insurance Agency, Sales Representative/Owner, Start date: 01/18/2002, Devote <5% time, during trade hours, Sell life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-23 |
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