Grace Mary Salzeider
Investment Adviser Representative at Schwartz & Co.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Grace Mary Salzeider is an investment adviser representative with Schwartz & Co. in Bloomfield Hills, MI, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with American Funds Distributors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Michigan, and Texas.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Michigan, Texas
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American Eagle OutfittersJan 2017 – Aug 2017Novi, MI
- StarbucksJun 2018 – Jun 2019Bryn Mawr, PA
- Risk Confidence GroupJan 2021 – Apr 2021Ponte Vedra Beach, FL
- Bryn Mawr CollegeApr 2020 – Oct 2020Bryn Mawr, PA
- Plante MoranJun 2021 – Aug 2021Southfield, MI
- Capital Group - American Funds Distributors, Inc.Aug 2021 – Sep 2022Carmel, IN
- UnemployedSep 2011 – Jan 2017Milford, MI
- Bryn Mawr CollegeSep 2017 – May 2021Bryn Mawr, PA
- Capital Group - American Funds Distributors, Inc.Sep 2022 – Jun 2023San Antonio, TX
- Capital Group - American Funds Distributors, Inc.Jun 2023 – Jul 2024San Antonio, TX
- Gregory J. Schwartz & Co., Inc.Jul 2024 – no end date reportedBloomfield Hills, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwartz & Co.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement plan consultative services, customized wealth management, investment banking, institutional investing, and college planning.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bloomfield Hills, MI
- SEC file number:
- 801-62856
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Schwartz & Co.
Showing 12 of 24 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Grace Mary Salzeider has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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