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Robert Schwartz

KNOW YOUR OPTIONS LLC·CHICAGO, Illinois
Unclaimed Profile
318 W ADAMS ST, CHICAGO, IL 60606CRD# 6146837Firm CRD# 153641
01

About

Robert Schwartz is a registered financial advisor based in CHICAGO, Illinois, affiliated with KNOW YOUR OPTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KNOW YOUR OPTIONS LLC
RCM WEALTH ADVISORS
AUM
$255M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at KNOW YOUR OPTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6146837
Firm CRD# 153641
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Schwartz offer?
Robert Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Robert Schwartz's credentials?
Robert Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Schwartz located?
Robert Schwartz is based in CHICAGO, Illinois, working with KNOW YOUR OPTIONS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Robert Schwartz charge for services?
Robert Schwartz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNOW YOUR OPTIONS LLC?
KNOW YOUR OPTIONS LLC has approximately 12 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KNOW YOUR OPTIONS LLC

Michael Alan Cavanaugh
CHICAGO, IL
Timothy M Webb
CHICAGO, IL

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