Mark Jeffrey Schwartz
Investment adviser representative at Estate & Trust Advisors
29 yearsExperience
1 stateRegistered in
$256.5MFirm assets
20 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Re-direct Securities Corp.Apr 2001 to now
- Estate & Trust AdvisorsSep 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
Estate & Trust Advisors
Legal name: Estate & Trust Advisors, Inc.
$256.5MAssets managed
175Clients
4Advisers
20 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
- 4384828
- Firm CRD
- 123802