Cheryl Ann Schwartz
Investment adviser representative at Archer Investment Corporation
35 yearsExperience
1 stateRegistered in
$1BFirm assets
21 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Cheryl Schwartz Cpa PcJan 2019 to now
- Archer Investment CorporationNov 2017 to now
- H.D. Vest Investment Securities, Inc.Jun 1997 to Nov 2017
- Hess Financial ServicesJun 1991 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Archer Investment Corporation
$1BAssets managed
4,335Clients
77Advisers
21 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
- 2415708
- Firm CRD
- 136403