Mark Jeffrey Schwartz
President & Chief Compliance OfficerEstate & Trust Advisors, Inc.CRD 4384828
About Mark Jeffrey Schwartz
Mark Jeffrey Schwartz is listed as President & Chief Compliance Officer at Estate & Trust Advisors, Inc. in Riverwoods, IL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Estate & Trust Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mark Jeffrey Schwartz work?
Mark Jeffrey Schwartz is listed as President & Chief Compliance Officer at Estate & Trust Advisors, Inc. on SEC Form ADV.
How much of Estate & Trust Advisors, Inc. does Mark Jeffrey Schwartz own?
Form ADV reports a beneficial ownership band of 25-50%.
Estate & Trust Advisors, Inc.
| Title | President & Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1997 |