# Derek Michael Schwartz

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ONE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/114861) | 2025-09-03 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2025-06-20 | 2025-09-17 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-06-22 | 2022-04-25 | — |
| [CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/138638) | 2017-01-19 | 2021-06-03 | — |
| [CORNERSTONE INSTITUTIONAL INVESTORS, INC.](https://search.stillhousedata.com/firm/44664) | 2017-01-13 | 2017-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5544834)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5544834.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.