PJ Schwarz

Top Wealth + Best-in-State · rank 23 · New York, New York · listed firm: Morgan Stanley Private Wealth Management

Identity & firm

Firm — Morgan Stanley Private Wealth Management (high)
- “Morgan Stanley
- Branch: 1585 Broadway, 21st Floor, New York, NY 10036” — sec_finra_regulatory
Parent company — Morgan Stanley (high)
- “Morgan Stanley
- Firm ID: 149777” — sec_finra_regulatory
Firm type — wirehouse (high)
- “Morgan Stanley
- Status: Active (BC and IA scopes)” — sec_finra_regulatory
Team name — The Patrick Schwarz Group (high)
- “The Patrick Schwarz Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
Team size — gap: not_found_after_search
CRD — 2214470 (high)
- “Name: Patrick Jarrett Schwarz (also known as "PJ SCHWARZ")

CRD: 2214470” — sec_finra_regulatory

Years experience — 34 (medium)
- “Kidder, Peabody & Co. Incorporated (2/27/1992 - 1/28/1995)” — sec_finra_regulatory
Designations — gap: not_found_after_search

Team AUM ($M) — 5100 (high)
- “Team Assets (Custodied): $5.1B” — forbes_shook
Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $25-75M” — forbes_shook
Client niche — gap: not_found_after_search
Custodians — gap: not_applicable
Fee model — gap: not_public

Website url — https://advisor.morganstanley.com/the-patrick-schwarz-group (high)
- “The Patrick Schwarz Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/pj-schwarz-39185916a/ (medium)
- “PJ Schwarz - Managing Director and Private Wealth ...” — social_or_third_party_db
Social presence — gap: not_found_after_search
Press awards — gap: not_found_after_search