Robert
Schwartz
Federated Investment Counseling
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About this Advisor
Robert Schwartz is a financial advisor operating out of Pittsburgh, Pennsylvania with a total of 1 year of industry experience. Schwartz is on the advisory team at Federated Investment Counseling. Their career trajectory has included roles at Federated Hermes Inc, First Commonwealth Advisors, Pnc Financial Services Group, Indiana University Of Pennsylvania, John Hancock Financial Corp, Jc Penneys, Jc Penney, Federated Investment Counseling and Thomas Jefferson High School. Schwartz maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Federated Investment Counseling is a company operating out of Pittsburgh, PA. The investment advisory business has offices in two locations and a total of 210 people on staff. It oversees $165 billion in assets across its 6,832 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 6,832 client accounts, 23% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Federated Investment Counseling can include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Federated Investment Counseling Brokerage Details
$164,772,846,686
210
6,832
$24,117,805
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Robert Schwartz Work History
Robert has been registered as a financial advisor for 1 years.*
Federated Investment Counseling
Federated Hermes Inc
First Commonwealth Advisors
Pnc Financial Services Group
Indiana University Of Pennsylvania
Indiana University Of Pennsylvania
Indiana University Of Pennsylvania
John Hancock Financial Corp
Indiana University Of Pennsylvania
Jc Penneys
Indiana University Of Pennsylvania
Jc Penney
Thomas Jefferson 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 Robert 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 Federated Investment Counseling
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Lincoln University, 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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