Eric
Schwartz
Retirable
Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Schwartz is a financial advisor based in New York, New York, working with Retirable. Eric has previously held positions 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. Eric has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Eric is part of Retirable, which operates out of New York, New York. The firm has 12 employees and manages assets totaling $60.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirable includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Retirable Brokerage Details
$60,466,660
12
429
$140,948
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Schwartz Work History
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
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
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
