Haley Marie Schwartz
Investment adviser representative at Arx Private Wealth
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$113.6MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Arx Private WealthJan 2026 to now
- Rkl Wealth Management LLCAug 2017 to Jan 2026
- Pruco Securities LLCDec 2011 to Jul 2017
- Prudential Insurance Company of AmericaDec 2011 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Arx Private Wealth
$113.6MAssets managed
27Clients
5Advisers
Under 1 yearIn 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
- 6022987
- Firm CRD
- 338631