Eric
Schwartz
Retirable
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About this Advisor
Eric Schwartz is a certified financial planner who works in New York, New York. Schwartz currently works for Retirable. Throughout their career, they have worked at Massmutual Life Insurance Co, Creative Financial Group, University Of Delaware Bob Carpenter Center, Bounce Trampoline Sports, Breezemont Day Camp, Roy. C Ketcham High School, University Of Delaware, Ameriprise Financial Services, Inc, Mid Atlantic Retirement Planning Specialists, Kestra Financial, Inc, Angulo Strategies, Penn Mutual, Hornor, Townsend & Kent, LLC, Retirable, Inc and Drucker Wealth. Schwartz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in New York. Retirable is an advisory company based out of New York, NY. It administers $20 million in assets among its 231 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 231 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Retirable offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are provided. Fee types billed by Retirable can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirable Brokerage Details
$20,230,771
15
231
$87,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Schwartz Work History
Eric has been registered as a financial advisor for 0 years.*
Retirable, Inc
Angulo Strategies
Penn Mutual
Hornor, Townsend & Kent, LLC
Drucker Wealth
Mid Atlantic Retirement Planning Specialists
Kestra Financial, Inc
Massmutual Life Insurance Co
Creative Financial Group
Creative Financial Group
University Of Delaware Bob Carpenter Center
Ameriprise Financial Services, Inc
University Of Delaware
Bounce Trampoline Sports
Breezemont Day Camp
Roy. C Ketcham High School
*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 Eric 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 Retirable
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Albrightsville, PA
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.
