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Global Chief Investment Officer · Wisdomtree Asset Management, Inc.

Jeremy D. Schwartz

CRD 4237439 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Wisdomtree Asset Management, Inc., an SEC-registered asset manager based in New York, NY with $88.4 billion in regulatory assets, lists Jeremy D. Schwartz on its Form ADV as Global Chief Investment Officer, a control person. The SEC filings also name Jeremy at 1 other registered adviser.

Firms and roles

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Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • Jonathan L. SteinbergCEO and Director, Wisdomtree Asset Management, Inc.
  • Peter M. ZiembaSenior Advisor TO the CEO, CAO, and Director, Wisdomtree Asset Management, Inc.
  • Terry J. FeldHead of US Compliance, Chief Compliance Officer, Wisdomtree Asset Management, Inc.
  • Robert J. LilienPresident, Wisdomtree Asset Management, Inc.
  • Stuart M. BellChief Operating Officer and Director, Wisdomtree Asset Management, Inc.

6 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.