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Patrick James Swarz

PLANTE MORAN FINANCIAL ADVISORS, LLC·SOUTHFIELD, Michigan
SIE, Series 7, Series 8, Series 23Clean recordPLANTE MORAN FINANCIAL ADVISORS, LLC
27400 NORTHWESTERN HWY, SOUTHFIELD, MI 48034CRD# 2554578Firm CRD# 112158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Swarz · SOUTHFIELD, MI
Registration
CRD #2554578 · PLANTE MORAN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 23
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PLANTE MORAN FINANCIAL ADVISORS, LLC
CRD 112158 · SEC 801-44058
AUM
$20.5B
Regulatory assets under management
Employees
134
17,010 client accounts
Services offered by PLANTE MORAN FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Patrick James Swarz offer?
Patrick James Swarz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Patrick James Swarz's credentials?
Patrick James Swarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Swarz located?
Patrick James Swarz is based in SOUTHFIELD, Michigan, working with PLANTE MORAN FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Patrick James Swarz charge for services?
Patrick James Swarz'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 PLANTE MORAN FINANCIAL ADVISORS, LLC?
PLANTE MORAN FINANCIAL ADVISORS, LLC has approximately 134 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC

Mark C. Dixon
SOUTHFIELD, MI
James Matthew Baird
SOUTHFIELD, MI
Robert Murray Palmer
SOUTHFIELD, MI
Mark Daniel Corombos
SOUTHFIELD, MI

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