Adam Louis Schwartz
Investment adviser representative at Mgfs Private Wealth, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$116.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
13 years in the industry.
- Mgfs Private Wealth, LLCAug 2024 to now
- Osaic Wealth, Inc.Jan 2024 to now
- Gcd Advisors, LLCDec 2023 to Nov 2024
- Woodbury Financial Services, Inc.Dec 2019 to Jan 2024
- Assetmark Brokerage, LLCAug 2014 to Nov 2019
- Centurion Capital Group, Inc.Sep 2013 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Mgfs Private Wealth, LLC
Legal name: Aljz Consulting, LLC
$116.7MAssets managed
207Clients
1Advisers
Under 1 yearIn 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
- 2250262
- Firm CRD
- 332823