Ory Menachem Schwartz
Investment adviser representative at Simplyria Advisor Network
25 yearsExperience
1 stateRegistered in
$214.9MFirm assets
9 yearsFirm in business
Are you Ory Menachem Schwartz? Claim your profile
Contact this firm
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
25 years in the industry.
- Simplyria Advisor NetworkOct 2025 to now
- Menach Capital, LLCApr 2025 to now
- NorthmarqOct 2001 to Mar 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Simplyria Advisor Network
Legal name: Caitlin John, LLC
$214.9MAssets managed
602Clients
21Advisers
9 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
- 8179017
- Firm CRD
- 154494