Unclaimed Profile

Joseph Winn Skornicka

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan

SIE, Series 7TO, Series 66Clean record2 years registeredSCHWARTZ INVESTMENT COUNSEL INC

801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 4377035Firm CRD# 104693

Profile Verification

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

Identity

Joseph Winn Skornicka · PLYMOUTH, MI

Registration

CRD #4377035 · SCHWARTZ INVESTMENT COUNSEL INC · 2 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2023 – present

LPL FINANCIAL LLC

Oct 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · October 10, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHWARTZ INVESTMENT COUNSEL INC

CRD 104693 · SEC 801-32773

AUM

$3.3B

Regulatory assets under management

Employees

81 client accounts

Services offered by SCHWARTZ INVESTMENT COUNSEL INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SCHWARTZ INVESTMENT COUNSEL INC →

Introduction

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Frequently Asked Questions

What services does Joseph Winn Skornicka offer?

Joseph Winn Skornicka specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Michigan for a consultation.

What are Joseph Winn Skornicka's credentials?

Joseph Winn Skornicka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Winn Skornicka located?

Joseph Winn Skornicka is based in PLYMOUTH, Michigan, working with SCHWARTZ INVESTMENT COUNSEL INC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Joseph Winn Skornicka charge for services?

Joseph Winn Skornicka's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHWARTZ INVESTMENT COUNSEL INC?

SCHWARTZ INVESTMENT COUNSEL INC has approximately 20 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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