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Stephen Thomas Schwarzbach

ICON WEALTH ADVISORS, LLC·HOUSTON, Texas
Unclaimed Profile
1980 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 5518637Firm CRD# 319609
01

About

Stephen Thomas Schwarzbach is a registered financial advisor based in HOUSTON, Texas, affiliated with ICON WEALTH ADVISORS, LLC. 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
ICON WEALTH ADVISORS, LLC
ICON WEALTH PARTNERS
AUM
$1.9B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at ICON WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Regulatory
SEC/IARD CRD# 5518637
Firm CRD# 319609
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Thomas Schwarzbach offer?
Stephen Thomas Schwarzbach specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Stephen Thomas Schwarzbach's credentials?
Stephen Thomas Schwarzbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Thomas Schwarzbach located?
Stephen Thomas Schwarzbach is based in HOUSTON, Texas, working with ICON WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Stephen Thomas Schwarzbach charge for services?
Stephen Thomas Schwarzbach's firm is compensated through percentage of aum, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ICON WEALTH ADVISORS, LLC?
ICON WEALTH ADVISORS, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ICON WEALTH ADVISORS, LLC

Brooks Harper Mcgee
HOUSTON, TX
Blake Andrew Pratz
HOUSTON, TX
Amy Schwarzbach Ardeel
HOUSTON, TX
James Alan Pavlik
HOUSTON, TX
Mark Baker Mcadams
HOUSTON, TX

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