Schwartz Max of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Schwartz Max appears on 3 filing roles across Form ADV (2), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ARISTA ADVISORY GROUP, LLC | MANAGING MEMBER | ALBANY, NY |
| — | Form ADV | ARISTA WEALTH ADVISORS, LTD | VICE-PRESIDENT/CCO | ALBANY, NY |
| 2026-09-09 | Form D | Brookfield Super-Core Infrastructure iCapital Access Fund, L.P. | Related Person | NEW YORK, NY |