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Gary Robert Schwandt

GREAT POINT INVESTORS, LLC·BOSTON, Massachusetts
Clean recordGREAT POINT INVESTORS, LLC
TWO CENTER PLAZA, BOSTON, MA 02108CRD# 1297623Firm CRD# 112204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Robert Schwandt · BOSTON, MA
Registration
CRD #1297623 · GREAT POINT INVESTORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Robert Schwandt is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GREAT POINT INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
GREAT POINT INVESTORS, LLC
GREAT POINT INVESTORS, LLC
AUM
$747M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GREAT POINT INVESTORS, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1297623
Firm CRD# 112204
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Robert Schwandt offer?
Gary Robert Schwandt specializes in Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Gary Robert Schwandt's credentials?
Gary Robert Schwandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Robert Schwandt located?
Gary Robert Schwandt is based in BOSTON, Massachusetts, working with GREAT POINT INVESTORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Gary Robert Schwandt charge for services?
Gary Robert Schwandt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT POINT INVESTORS, LLC?
GREAT POINT INVESTORS, LLC has approximately 8 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT POINT INVESTORS, LLC

Jenny Macheras
BOSTON, MA

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Research
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