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David Howard Schwartz

EXCELSIOR OPPORTUNITY ADVISORS LLC·LAKE SUCCESS, New York
Unclaimed Profile
3 DAKOTA DRIVE, LAKE SUCCESS, NY 11042CRD# 1094495Firm CRD# 163123
01

About

David Howard Schwartz is a registered financial advisor based in LAKE SUCCESS, New York, affiliated with EXCELSIOR OPPORTUNITY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EXCELSIOR OPPORTUNITY ADVISORS LLC
EXCELSIOR OPPORTUNITY ADVISORS LLC
AUM
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Regulatory assets under management
Employees
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Total firm employees
View all advisors at EXCELSIOR OPPORTUNITY ADVISORS LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 1094495
Firm CRD# 163123
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Howard Schwartz offer?
David Howard Schwartz is a registered financial advisor in LAKE SUCCESS, New York. Contact their office for details on services offered.
What are David Howard Schwartz's credentials?
David Howard Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Howard Schwartz located?
David Howard Schwartz is based in LAKE SUCCESS, New York, working with EXCELSIOR OPPORTUNITY ADVISORS LLC. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How large is EXCELSIOR OPPORTUNITY ADVISORS LLC?
EXCELSIOR OPPORTUNITY ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Ken Weber — WEBER ASSET MANAGEMENT, INC.Stuart E Markowitz — WEBER ASSET MANAGEMENT, INC.Kathleen M Daly — WEBER ASSET MANAGEMENT, INC.Fred P. Sloan — EXCELSIOR OPPORTUNITY ADVISORS LLCJames Nicholas Demeo — SHULMAN DEMEO ASSET MANAGEMENT, LLC
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