Gary Schwartz is a registered investment advisor, based in White Plains, NY, with 34 years of industry experience.
Location
10 New King St, Suite 104, White Plains, NY, 10604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is the owner of Madison Planning Group, involved in the sale and service of insurance products, and an officer at Madison Advisory Services, Inc., providing planning and investment advice. He also sells fixed insurance products as an agent, is an owner in an insurance producer group, and a passive investor in a commercial real estate land development business.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Madison Advisory Services, INC.
Previous Registrations
Lion Street Financial, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Washington Square Securities, INC.Broker
Equity Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations21 states
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