Nicole
Hoag

Gregory J. Schwartz & Co., Inc

CRD#5242684
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Nicole Hoag is a financial advisor working out of Bloomfield Hills, Michigan, with 11 years of industry experience. Hoag is an employee of Gregory J. Schwartz & Co., Inc. They have spent their whole employment at Gregory J. Schwartz & Co., Inc. Hoag has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan and New Mexico. Gregory J. Schwartz & Co., Inc is a firm based out of Bloomfield Hills, MI. The company has a total of 27 people on staff. It controls $6 billion in total assets between its 1,112 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 1,112 client accounts, 27% belong to high-net-worth investors who have more than $1 million in assets. Gregory J. Schwartz & Co., Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules usually depend on which service is provided. However, fees charged by Gregory J. Schwartz & Co., Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3707 W. Maple Rd Ste 201
Bloomfield Hills, MI 48301-3212

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Gregory J. Schwartz & Co., Inc Brokerage Details

Total Assets Under Management

$6,330,452,360

MI Average: $943,424,332
Total Number of Employees

27

MI Average: 21
Total Number of Accounts

1,112

MI Average: 1,586
Average Account Size

$5,692,853

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Nicole Hoag Work History

Nicole has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Gregory J. Schwartz & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicole Hoag 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 Schwartz & Co

Christopher Mackenzie
Bloomfield Hills, MI
Mary Miller
Bloomfield Hills, MI
Gabriel Beshara
Bloomfield Hills, MI
Spencer Eick
Bloomfield Hills, MI
Jacob Herman
Bloomfield Hills, MI
Robert Higgins
Bloomfield Hills, MI
Joseph Cattaneo
Bloomfield Hills, MI
Nicole Hoag
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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