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Eric Schwartz
Founder at Cambridge Investment Research Advisors, Inc.
Network origin in Eric Schwartz first degree
Entity | Entity type | Industry | |
---|---|---|---|
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC
16
| Subsidiary | Investment Banks/Brokers | 16 |
Cambridge Investment Research Advisors, Inc.
![]() Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.
7
| Subsidiary | Investment Managers | 7 |
Cambridge Investment Group, Inc. (Iowa)
![]() Cambridge Investment Group, Inc. (Iowa) Financial ConglomeratesFinance Cambridge Investment Group, Inc. operates as a financial solutions firm which focuses on serving independent financial advisors and their investing clients. It offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. The company is headquartered in Fairfield, IA.
5
| Subsidiary | Financial Conglomerates | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eric Schwartz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal | |
US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal | |
Mystic Asset Management, Inc.
![]() Mystic Asset Management, Inc. Investment ManagersFinance Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations. | Investment Managers | Chief Executive Officer | |
The Retirement Planning Co. of New England, Inc.
![]() The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Investment Managers | Compliance Officer | |
University of Massachusetts | College/University | Undergraduate Degree | |
John Hancock Life Insurance Co. (USA)
![]() John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
VALOE OYJ | Semiconductors | President | |
University of New Hampshire | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Blackridge Asset Management LLC
![]() Blackridge Asset Management LLC Investment ManagersFinance Part of Peak Reps LLC, BlackRidge Asset Management LLC is a company that offers financial advisory services. The company is based in Williamsville, NY. | Investment Managers | President | |
Peak Reps LLC
![]() Peak Reps LLC Financial ConglomeratesFinance Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL. | Financial Conglomerates | Chief Executive Officer | |
University of Pennsylvania | College/University | Undergraduate Degree | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Compliance Officer | |
Nationwide Investment Services Corp.
![]() Nationwide Investment Services Corp. Investment Banks/BrokersFinance Part of Nationwide Mutual Insurance Co., Nationwide Investment Services Corp. provides fund management services. The company is based in Columbus, OH. | Investment Banks/Brokers | Corporate Officer/Principal | |
Shook, Hardy & Bacon LLP
![]() Shook, Hardy & Bacon LLP Miscellaneous Commercial ServicesCommercial Services Shook, Hardy & Bacon LLP engages in the provision of legal services. It offers product liability, intellectual property, business litigation, public policy, and employment litigation and policy. The firm serves pharmaceutical and medical device, food, beverages and agribusiness, insurance and reinsurance, energy, and sports industries. The company was founded by Frank P. Sebree in 1889 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Business Partners, Inc.
![]() Business Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Business Partner, Inc. provides marketing services. It offers photocopying, web design, printing, signs and banners, and video production services. The company was founded on January 10, 1983 and is headquartered in Downingtown, PA. | Miscellaneous Commercial Services | Founder | |
Lowa State University | College/University | Undergraduate Degree | |
Summit Wealth Group LLC
![]() Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Investment Managers | Analyst-Equity | |
Hartwick College | College/University | Graduate Degree | |
Accel Wealth Management LLC
![]() Accel Wealth Management LLC Investment ManagersFinance Accel Wealth Management LLC (Accel Wealth) is a SEC-registered investment advisor headquartered in Waverly, Iowa. The firm was founded in 2016 and is a subsidiary of Accel Holdings, Inc., owned by The Accel Group LLC. Accel Wealth provides advisory services to individuals and businesses. | Investment Managers | Compliance Officer | |
University of Northern Iowa | College/University | Undergraduate Degree | |
RDA Financial Network, Inc.
![]() RDA Financial Network, Inc. Investment ManagersFinance RDA Financial Network, Inc. (RDAFN) is an independent, SEC-registered investment advisor headquartered in Akron, Iowa. The firm was founded by John Arthur in 2008. RDAFN provides investment management services to private investors. | Investment Managers | Corporate Officer/Principal | |
Capital Advisors Wealth Management LLC
![]() Capital Advisors Wealth Management LLC Investment ManagersFinance Capital Advisors Wealth Management LLC (CAWM) is an independent, SEC-registered investment advisor headquartered in Chattanooga, Tennessee. CAWM provides customized wealth management and advisory services which includes comprehensive financial planning and investment management to their clients, both individuals and business entities. | Investment Managers | Chief Executive Officer | |
ShankerValleau Wealth Advisors, Inc.
![]() ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Investment Managers | Portfolio Manager-Equities | |
Texas Tech University | College/University | Masters Business Admin | |
Warther Private Wealth LLC
![]() Warther Private Wealth LLC Investment ManagersFinance Warther Private Wealth LLC provides investment advice. The private company is based in Akron, OH. The company was founded in 2002 by Robert Wayne Warther. Robert Wayne Warther has been the CEO since 2002. | Investment Managers | Chief Executive Officer | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Securities America, Inc.
![]() Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pensionmark Financial Group LLC
![]() Pensionmark Financial Group LLC Investment ManagersFinance Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses. | Investment Managers | Chief Investment Officer | |
University of Virginia | College/University | Undergraduate Degree | |
NFP Securities, Inc. | Corporate Officer/Principal | ||
J.P. Turner & Co.
![]() J.P. Turner & Co. Investment Banks/BrokersFinance JP Turner & Co. (JP Turner) the full-service brokerage subsidiary of Braves Aquisition LLC, ultimately held by RCS Capital Corp. (NYSE: RCAP) in the US. Located in Peachtree City, the firm provides an array of trading and execution services for their clients. They do not provide any internal research. JP Turner is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Salve Regina University | College/University | Undergraduate Degree | |
Financial Services Institute, Inc. | Director/Board Member | ||
Cambridge Investment Group, Inc.
![]() Cambridge Investment Group, Inc. Internet Software/ServicesTechnology Services Cambridge Investment Group, Inc. provides real estate investment services. It focuses on creating strategic and sound investment opportunities for individual investors. The company was founded by Michael S. Luzich, Michael O’Connor and Azeez Khan and is headquartered in Macomb, MI. | Internet Software/Services | Chief Executive Officer | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
AMERICAN DEFENSE SYSTEMS, INC. | Aerospace & Defense | Sales & Marketing | |
XTF Global Asset Management LLC
![]() XTF Global Asset Management LLC Investment Banks/BrokersFinance Part of Marco Polo New World, Inc., XTF Global Asset Management LLC provides investment advisory services. The company is based in New York, NY. XTF Global Asset Management was acquired by Marco Polo New World, Inc. on April 21, 2008. | Investment Banks/Brokers | President | |
Trading Partners, Inc. | Corporate Officer/Principal | ||
Capital Analysis, Inc. | Corporate Officer/Principal | ||
Indiana University | College/University | Undergraduate Degree | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Director/Board Member | |
Foundation for Financial Planning | Director/Board Member | ||
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 50 |
Finland | 2 |
Sectoral
Finance | 26 |
Consumer Services | 13 |
Commercial Services | 6 |
Electronic Technology | 3 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 40 |
Undergraduate Degree | 13 |
Compliance Officer | 12 |
Director/Board Member | 12 |
Portfolio Manager-Equities | 8 |
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