MS
Mary Schwartz
from Symphonic Financial Advisors LLC
Mary Schwartz is a financial advisor based in New York, New York,
with 38 years of experience. Mary currently works for
Symphonic Financial Advisors LLC.
Mary maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mary Schwartz works at Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC is a financial advisory firm based in New York, New York. It currently has approximately $125,189,685 of assets under management and employs about 4 people. Symphonic Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022
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