Michael Scott Schwartz
Investment adviser representative at Magnus Financial Group LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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 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
- Seminars and workshops
Experience
27 years in the industry.
- Magnus Financial Group LLCSep 2017 to now
- Northwestern Mutual Investment Services, LLCJan 1999 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Magnus Financial Group LLC
$2.3BAssets managed
1,158Clients
9Advisers
9 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
- 2968694
- Firm CRD
- 289423