Harold
Schwartz
Dmk Advisor Group, Inc
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About this Advisor
Harold Schwartz is a financial advisor based in Lutz, Florida, working with Dmk Advisor Group, Inc. Harold has previously held positions at Del Mar Group, Inc, The Leaders Group, Inc, Tlg Advisors Inc, Royal Alliance, New Century Financial Group, LLC, Stephen A. Kohn & Associates, LTD, and Dmk Advisor Group, Inc. Harold has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alaska, California, Colorado, Florida, Louisiana, Missouri, Tennessee, and Texas. Currently, Harold is part of Dmk Advisor Group, Inc, which operates out of Lutz, Florida. The firm has 1 office and 33 employees. The firm manages assets totaling $80.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Dmk Advisor Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dmk Advisor Group, Inc Brokerage Details
$80,621,557
33
462
$174,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Harold Schwartz Work History
Dmk Advisor Group, Inc
Dmk Advisor Group, Inc
Del Mar Group, Inc
Stephen A. Kohn & Associates, LTD
Royal Alliance
New Century Financial Group, LLC
Tlg Advisors Inc
The Leaders Group, Inc
Disclosures
Please visit the SEC profile of Harold Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dmk Advisor Group, Inc
Lutz, FL
Lutz, FL
Lutz, FL
Annapolis, MD
Englewood, CO
Lutz, FL
Lutz, FL
Kearney, MO
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