Nadav Schwartz has been an investment adviser representative at IDB Lido Wealth since December 2023, and is not listed among the firm’s executive officers or direct owners.
Idb Lido Wealth, LLC is a New York, NY firm with $478M under management, 209 clients and 9 advisers across 3 offices, as of its July 2026 filing.
Nadav Schwartz’s longest registration was 3 years at UBS Financial Services Inc. (2015–2019). Before joining IDB Lido Wealth in 2023, Nadav Schwartz was registered through Alliancebernstein L.P. and UBS Financial Services Inc.
- Idb Lido Wealth, LLCCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 322488
- Alliancebernstein L.P.– · 1 yearNew York, NY · Adviser representative · Firm CRD 108477
- UBS Financial Services Inc.– · 3 yearsNew York, NY · Adviser representative · Firm CRD 8174
- Credit Suisse Securities (USA) LLC– · 3 yearsNew York, NY · Adviser representative · Firm CRD 816
- Molotsky Tax Advisory Group, LLC– · 2 yearsCollingswood, NJ · Adviser representative · Firm CRD 144292
Investment adviser representative registrations
Nadav Schwartz is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from December 2023; the most recent is Texas, in June 2026.
- CaliforniaSince 15 December 2023
- FloridaSince 11 April 2024
- New JerseySince 30 January 2024
- New YorkSince 15 December 2023
- TexasResidentSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 30 June 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2023 |
| Series 31 | Futures Managed Funds Examination | 6 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 2013 |
| Series 7 | General Securities Representative Examination | 11 December 2012 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nadav Hillel Schwartz
- CRD
- 5557529
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 1114 6TH AVENUE, 9TH FLOOR, New York, NY 10036
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Nadav Schwartz work?
Nadav Schwartz is an investment adviser representative registered through Idb Lido Wealth, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nadav Schwartz a financial advisor?
Yes. Nadav Schwartz has a current investment-adviser registration in California, Florida, New Jersey, New York and Texas, through IDB Lido Wealth since December 2023.
How many years of experience does Nadav Schwartz have?
Nadav Schwartz has 13 years in the financial industry, since November 2012, across 5 adviser firms.
What exams has Nadav Schwartz passed?
Nadav Schwartz has passed 5 licensing exams: the Series 7, Series 63, Series 31, Series 65 and Series 7TO. The earliest, the Series 7, was passed in December 2012. FINRA credited Nadav Schwartz with the SIE, which began in October 2018.
Where did Nadav Schwartz work before IDB Lido Wealth?
Before IDB Lido Wealth, Nadav Schwartz was registered through Alliancebernstein L.P., October 2019 to August 2021; UBS Financial Services Inc., November 2015 to April 2019; Credit Suisse Securities (USA) LLC, October 2012 to December 2015; Molotsky Tax Advisory Group, LLC, June 2008 to April 2011.
Where is Nadav Schwartz based?
Nadav Schwartz’s registered office is in New York, NY.
Is Nadav Schwartz registered with FINRA?
No. Nadav Schwartz has no current broker registration.
How can I verify Nadav Schwartz’s record?
Search CRD 5557529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nadav Schwartz’s full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager