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Andy Mark Schwartz

BLEAKLEY FINANCIAL GROUP, LLC·FAIRFIELD, New Jersey
Unclaimed Profile
100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 1317986Firm CRD# 318366
01

About

Andy Mark Schwartz is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with BLEAKLEY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BLEAKLEY FINANCIAL GROUP, LLC
BLEAKLEY FINANCIAL GROUP, LLC
AUM
$9.2B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at BLEAKLEY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1317986
Firm CRD# 318366
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andy Mark Schwartz offer?
Andy Mark Schwartz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Andy Mark Schwartz's credentials?
Andy Mark Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andy Mark Schwartz located?
Andy Mark Schwartz is based in FAIRFIELD, New Jersey, working with BLEAKLEY FINANCIAL GROUP, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Andy Mark Schwartz charge for services?
Andy Mark 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 BLEAKLEY FINANCIAL GROUP, LLC?
BLEAKLEY FINANCIAL GROUP, LLC has approximately 158 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FAIRFIELD
Richard Lewis Zack — BLEAKLEY FINANCIAL GROUP, LLCGeorge J Yost — CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCMichael Timothy Dwyer — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph Lawrence Sluck — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph John Duran — BLEAKLEY FINANCIAL GROUP, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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