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CS

Cathy M. Schwarz

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CRD#: 1033775
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cathy Mary Schwarz MS, who also goes by Cathy Mary Schwarz, was a registered financial professional .

Cathy is a previously registered financial professional and started their career in finance in 1982. Cathy had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cathy Mary Schwarz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 20, 2015 - June 30, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
New York, NY
Past

June 11, 2014 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

April 7, 2006 - May 14, 2014

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 3, 2000 - March 20, 2006

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 7, 1999 - May 12, 2000

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

September 7, 1993 - April 1, 1999

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

April 30, 1991 - September 16, 1993

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

June 24, 1982 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/27/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CRT CAPITAL GROUP LLC
CREDIT RESEARCH AND TRADING CORP. | STERNE AGEE CRT | CRT CAPITAL GROUP LLC | CREDIT RESEARCH AND TRADING LLC

CRD#: 28830 / SEC#: , 8-43940

BD
Terminated by SEC on 11/29/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/31/1993
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CRT GREENWICH LLCPARENT COMPANY
KALISH, GEOFFREY ORINBOARD CHAIRMAN OF PARENT COMPANY AND CCO
NIELSEN, JOHN DAVIDGENERAL COUNSEL5889411
TUITE, ROBERT KEVINCHIEF FINANCIAL OFFICER AND FINOP2862493

Disclosures


Regulatory Event13

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CRT CAPITAL GROUP LLC

CRD#: 28830

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