Stephen Thomas Schwarzbach
Investment adviser representative at Icon Wealth Partners
17 yearsExperience
1 stateRegistered in
$2.6BFirm assets
4 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Icon Wealth Advisors, LLCAug 2022 to now
- Icon Wealth Partners, LLCFeb 2017 to now
- Purshe Kaplan Sterling InvestmentsFeb 2017 to now
- Morgan Stanley Private Bank, National AssociationJun 2009 to Feb 2017
- Morgan Stanley Smith BarneyJun 2009 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Icon Wealth Partners
Legal name: Icon Wealth Advisors, LLC
$2.6BAssets managed
629Clients
18Advisers
4 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
- 5518637
- Firm CRD
- 319609