Investment adviser representative · North Star Investment Management Corporation
Matthew H. Schwerin
CRD 1612397 · Glen Ellyn, IL
At a glance
Matthew H. Schwerin is an investment adviser representative with North Star Investment Management Corporation in Glen Ellyn, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2005, about 21 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- North Star Investment Management CorporationSince September 2005Glen Ellyn, IL · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.