Eric Schwartz
AEM Asset Management · Somerset, New Jersey
Eric Schwartz is a fee-only financial advisor at AEM Asset Management in Somerset, New Jersey. AEM Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AEM Asset Management |
|---|---|
| Based in | Somerset, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $117.9M across 45 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5879911 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.aemadvisory.com |
| Profile |
How Eric's firm compares
- AEM Asset Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Eric
Is Eric Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and AEM Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, AEM Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Schwartz based?
Eric Schwartz is based in Somerset, New Jersey.
Is Eric Schwartz registered with the SEC?
Yes. Eric Schwartz is registered as an investment adviser representative in NJ (CRD 5879911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AEM Asset Management manage?
AEM Asset Management reports $117.9M across 45 accounts in assets under management.
How do I contact Eric Schwartz?
Through Eric's website, www.aemadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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