Michael
Schwartz
Magnus Financial Group LLC
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About this Advisor
Michael Schwartz is a certified financial planner who works in New York, New York who has 1 year of relevant experience. Schwartz works at Magnus Financial Group LLC. Throughout their career, they have worked at Magnus Financial Group LLC and Northwestern Mutual Investment Services, LLC. Schwartz has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in New York and Texas. Magnus Financial Group LLC is a registered investment firm based in New York, NY. It administers $1 billion in assets under management between its 3,378 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,378 customer accounts, 35% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the services. Fee types billed by Magnus Financial Group LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnus Financial Group LLC Brokerage Details
$1,260,520,976
21
3,378
$373,156
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Schwartz Work History
Michael has been registered as a financial advisor for 1 years.*
Magnus Financial Group LLC
Northwestern Mutual Investment Services, LLC
*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 Michael 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 Magnus Financial Group LLC
Bedford Corners, 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 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.
