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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED_RES | 2017-04-21 |
| FL | RA | APPROVED | 2016-08-01 |
| MI | RA | APPROVED | 2010-05-27 |
Branch Locations
3707 W. Maple, Bloomfield Hills, MI 48301 • United States
4040 Gulf Shore Blvd. N, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory J. Schwartz And Co., Inc | Bloomfield Hills | MI | 10/1997 | Present |
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 10/1997 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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