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professional profile

Andy M Schwartz, CFP

AgentIAR Parsippany, NJ CRD 1317986 Last verified October 2026

Overview

Andy M Schwartz is an insurance agent and an investment adviser representative based in Parsippany, NJ, with 43 years in the industry.

Years in the industry
43
States licensed
28
States registered
2
Carrier appointments
26

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 28 states
  • Registered in 2 states
  • Agent
  • Producer
  • Series 63
  • Series 66

6 lines of authority, with every state and its dates

Firms

Employment history since 2003

Carriers

26 active carrier appointments

Book and practice

Firm assets under management on file

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