Andrew Schwartz is a registered investment advisor, based in Raleigh, NC, with 13 years of industry experience.
Location
Raleigh, NC
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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
Andrew is Vice President at Madison Advisory Services and Madison Planning Group, working under the President, Gary Schwartz, and assisting fixed insurance clients. He is also a board member for Release Recovery Board, spending a few hours per week on fundraising, event planning, and running marathons, and owns Madison Family Holdings.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Madison Advisory Services, INC.
Previous Registrations
Lion Street Financial, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations8 states
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