Gabriel Stephen Beshara
Investment adviser representative at Schwartz & Co.
10 yearsExperience
3 statesRegistered in
$10.5BFirm assets
22 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 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
10 years in the industry.
- Gregory J. Schwartz & Co., Inc.Sep 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Schwartz & Co.
Legal name: Gregory J. Schwartz & Co., Inc.
$10.5BAssets managed
1,737Clients
25Advisers
22 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
- 5326752
- Firm CRD
- 7294