Eric Schwartz
Oprichter bij Cambridge Investment Research Advisors, Inc.
Profiel
Mr. Eric Schwartz is an Executive Chairman at Cambridge Investment Research Advisors, Inc. and at Cambridge Investment Research, Inc. He is on the Board of Directors at Cambridge Investment Group, Inc. (Iowa).
Mr. Schwartz was previously employed as a Chairman by Financial Services Institute, Inc. He was a founding member of the Financial Services Institute (FSI) Board of Directors in 2004, including serving as chair in 2009.
He received his undergraduate degree from the University of Massachusetts.
He holds multiple FINRA licenses 7, 22, 24, 27, 39, 53, 63, 79 and 99.
Actieve functies van Eric Schwartz
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 01-01-1981 |
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 | Oprichter | 01-01-1981 |
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. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Eric Schwartz
| Bedrijven | Functie | Einde |
|---|---|---|
| Financial Services Institute, Inc. | Voorzitter | - |
Opleiding van Eric Schwartz
| University of Massachusetts | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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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 | Finance |
| Financial Services Institute, Inc. | |
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. | Finance |
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. | Finance |
