Derek Michael Schwartz is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with ONE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | 2025-09-03 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2025-06-20 | 2025-09-17 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2021-06-22 | 2022-04-25 | — |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2017-01-19 | 2021-06-03 | — |
| CORNERSTONE INSTITUTIONAL INVESTORS, INC. | 2017-01-13 | 2017-12-31 | — |