Vice-President · Schwartz & Co.
Peter Francis Schwartz
CRD 2168931 · Named on Form ADV at one SEC-registered adviser
At a glance
Schwartz & Co., an SEC-registered broker-dealer firm based in Bloomfield Hills, MI with $10.5 billion in regulatory assets, lists Peter Francis Schwartz on its Form ADV as Vice-President, a control person.
Firms and roles
- Schwartz & Co.Vice-PresidentBroker-dealer firm · Bloomfield Hills, MI · $10B in regulatory assets
AtlasMembers
Peter’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 the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Gregory John SchwartzChairman of the Board, Schwartz & Co.
- Gregory John Jr SchwartzVice-President, Schwartz & Co.
- Edward Augustine SchwartzPresident/ceo, Schwartz & Co.
- Walter George SchwartzVice-President, Schwartz & Co.
- Joseph Emmet SchwartzTreasurer/secretary, Schwartz & Co.
1 more person named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.