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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 Northbrook, 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.

TitlePresident & Chief Compliance Officer
Ownership25-50%
Control personYes
Since1997
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