Emilie M. Schwarz
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.
Emilie Marie Schwarz, CFP®, who also goes by Emilie Marie Geiler, was a registered financial professional .
Emilie is a previously registered financial professional and started their career in finance in 2016. Emilie had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2018 - September 14, 2022
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
July 1, 2016 - November 3, 2017
FOSTER & MOTLEY INC
State Registrations and Notice Filings
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Current Firm
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CRD#: 129113 / SEC#: 801-110201
Contact information
Regulatory assets under management
| Total Number of Accounts | 900 |
| AUM (Assets Under Management) | $ 517,413,598 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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