Mindy Kay Schwartz
Investment adviser representative at Davenport & Company LLC
12 yearsExperience
1 stateRegistered in
$24.7BFirm assets
49 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 feeCommissionsPerformance-basedOther
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
12 years in the industry.
- Davenport & Company LLCMay 2023 to now
- Roberta Webb Childhood Education CenterOct 2021 to Mar 2023
- Horizon AccountantsFeb 2020 to Apr 2023
- UnemployedAug 2019 to Jan 2020
- Virginia Mennonite MissionsMar 2018 to Jul 2019
- Harrisonburg City Public SchoolsFeb 2017 to Feb 2018
- UnemployedApr 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Davenport & Company LLC
$24.7BAssets managed
17,724Clients
339Advisers
49 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
- 4953329
- Firm CRD
- 1588