Cheryl Ann Schwartz

Employer firm

Archer Investment Corporation CRD 136403

$1.01B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1991 → 01/2019
  Hess Financial Services
  Elkhart, IN
• 06/1997 → 11/2017
  H.D. Vest Investment Securities, Inc.
  Irving, TX
• 11/2017 → Present
  Archer Investment Corporation
  Indianapolis, IN
• 01/2019 → Present
  Cheryl Schwartz Cpa Pc
  Elkhart, IN

Other Businesses

HESS & SCHWARTZ, LLC~'NIR'~723 BOWER ST~~ELKHART~IN~46514~TAX PREPARATION/ACCOUNTING~TAX PREPARATION/ACCOUNTING~12/2004~172HRS~172HRS~MANAGEMENT, CONSULTING, TAX PREP, AND ACCOUNTING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-20
• S63 Uniform Securities Agent State Law Examination
  1997-08-28