Unclaimed Profile

Robert Scott Schwartz

BANGTAIL MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado

SIE, Series 7, Series 8, Series 24, Series 63, Series 65, Series 79Clean record10 years registeredBANGTAIL MANAGEMENT, LP

1195 BANGTAIL WAY, STEAMBOAT SPRINGS, CO 80487CRD# 1699487Firm CRD# 317395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Scott Schwartz · STEAMBOAT SPRINGS, CO

Registration

CRD #1699487 · BANGTAIL MANAGEMENT, LP · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANGTAIL MANAGEMENT, LP

DEER PARK ROAD MANAGEMENT COMPANY, LP

Jan 2016 – Dec 2025

STEAMBOAT SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Series 79

Registration record

First registered · January 14, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANGTAIL MANAGEMENT, LP

CRD 317395 · SEC 801-123019

AUM

$157M

Regulatory assets under management

Employees

1 client accounts

Services offered by BANGTAIL MANAGEMENT, LP

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BANGTAIL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Robert Scott Schwartz offer?

Robert Scott Schwartz specializes in Retirement Planning.

What are Robert Scott Schwartz's credentials?

Robert Scott Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Scott Schwartz located?

Robert Scott Schwartz is based in STEAMBOAT SPRINGS, Colorado, last registered with BANGTAIL MANAGEMENT, LP.

How does Robert Scott Schwartz charge for services?

Robert Scott Schwartz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANGTAIL MANAGEMENT, LP?

BANGTAIL MANAGEMENT, LP has approximately 32 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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