GR
Gary Robert Schwartz
CRD 2184551
Firms
| Firm | Role | As of |
|---|---|---|
| Madison Advisory Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Madison Advisory Services, Inc.
President, Chief Compliance Officer · Less than 5% · Dec 2024
-
Madison Advisory Services, Inc.
Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗