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Gary Robert Schwartz

MADISON ADVISORY SERVICES, INC.·WHITE PLAINS, New York
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10 NEW KING ST, WHITE PLAINS, NY 10604CRD# 2184551Firm CRD# 132386
01

About

Gary Robert Schwartz is a registered financial advisor based in WHITE PLAINS, New York, affiliated with MADISON ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MADISON ADVISORY SERVICES, INC.
MADISON ADVISORY SERVICES, INC.
AUM
$369M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at MADISON ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2184551
Firm CRD# 132386
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Robert Schwartz offer?
Gary Robert Schwartz specializes in Financial Planning, Investment Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Gary Robert Schwartz's credentials?
Gary Robert Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Robert Schwartz located?
Gary Robert Schwartz is based in WHITE PLAINS, New York, working with MADISON ADVISORY SERVICES, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Gary Robert Schwartz charge for services?
Gary Robert 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 MADISON ADVISORY SERVICES, INC.?
MADISON ADVISORY SERVICES, INC. has approximately 18 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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