SS
Stephen Schwarzbach
from Icon Wealth Partners
Stephen Schwarzbach is a financial advisor based in Texas, Houston,
with 16 years of experience. Stephen currently works for
Icon Wealth Partners.
Stephen maintains a S66 license (Uniform Combined State 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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Stephen Schwarzbach works at Icon Wealth Partners
Icon Wealth Partners is a financial advisory firm based in Houston, Texas. It currently has approximately $1,754,768,460 of assets under management and employs about 19 people. Icon Wealth Partners uses a fee structure of a percentage of assets under your management and revenue sharing with affiliate, focus treasury&credit solutions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management and revenue sharing with affiliate, focus treasury&credit solutions
Office location
1980 Post Oak Boulevard, Suite 1300, Houston, Texas, 77056
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