Michael Curt Schwartz
Investment adviser representative at Mz Capital, LLC
22 yearsExperience
1 stateRegistered in
$150.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Mz Capital, LLCAug 2023 to now
- Mz Capital ManagementJan 2018 to now
- Securities America Advisors, Inc.Oct 2012 to Oct 2017
- Securities America, Inc.Feb 2006 to Oct 2017
- Master's Financial AssociatesJan 2004 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MD).
Mz Capital, LLC
Legal name: Mz Capital Management, LLC
$150.1MAssets managed
71Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2240459
- Firm CRD
- 134726