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Inactive

Eric Schwartz

Retirable

New York, NY

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Current Employers
Retirable

900 Broadway Suite 808, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-21
  • NY RA
    APPROVED
    Since 2023-03-21

Branch Locations

900 Broadway Suite 808, New York, NY 10003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Montchanin DE 09/2019 01/2020
Creative Financial Group Newtown Square PA 09/2019 01/2020
Creative Financial Group Montchanin DE 05/2018 09/2019
University Of Delaware Bob Carpenter Center Newark DE 04/2018 06/2019
Breezemont Day Camp Armonk NY 07/2013 08/2019
University Of Delaware Newark DE 09/2015 06/2019
Ameriprise Financial Services, Inc. Wilmington DE 06/2017 08/2017
Mid Atlantic Retirement Planning Specialists Wilmington DE 01/2020 07/2021
Kestra Financial, Inc. Wilmington DE 02/2020 06/2021
Angulo Strategies Nyc NY 07/2021 11/2021
Penn Mutual Horsham PA 11/2021 02/2023
Hornor, Townsend & Kent, Llc Horsham PA 12/2021 02/2023
Retirable, Inc. New York NY 02/2023 Present
Drucker Wealth New York NY 11/2021 02/2023
  • 09/2019 → 01/2020
    Massmutual Life Insurance Co
    Montchanin, DE
  • 09/2019 → 01/2020
    Creative Financial Group
    Newtown Square, PA
  • 05/2018 → 09/2019
    Creative Financial Group
    Montchanin, DE
  • 04/2018 → 06/2019
    University Of Delaware Bob Carpenter Center
    Newark, DE
  • 07/2013 → 08/2019
    Breezemont Day Camp
    Armonk, NY
  • 09/2015 → 06/2019
    University Of Delaware
    Newark, DE
  • 06/2017 → 08/2017
    Ameriprise Financial Services, Inc.
    Wilmington, DE
  • 01/2020 → 07/2021
    Mid Atlantic Retirement Planning Specialists
    Wilmington, DE
  • 02/2020 → 06/2021
    Kestra Financial, Inc.
    Wilmington, DE
  • 07/2021 → 11/2021
    Angulo Strategies
    Nyc, NY
  • 11/2021 → 02/2023
    Penn Mutual
    Horsham, PA
  • 12/2021 → 02/2023
    Hornor, Townsend & Kent, Llc
    Horsham, PA
  • 02/2023 → Present
    Retirable, Inc.
    New York, NY
  • 11/2021 → 02/2023
    Drucker Wealth
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-11
  • S66 Uniform Combined State Law Examination
    2020-01-11
Designations
Other Names
  • Eric Brian Schwartz
  • Eric B Schwartz

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