Kylie A. Schwartz - Financial Advisors

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Kylie A. Schwartz

Why I Love My Job

HH has built a phenomenal culture. I could not be more enthusiastic to be a part of it. We attract people who are devoted to providing excellence to our clients as well as to one other. I love that I get to play a role in helping our clients reach their financial goals.

We invited Kylie to join our Long Beach team as Associate Client Service Manager in
2023, following a year’s internship at HH while she completed her Bachelor’s studies.
Kylie’s formal responsibilities include drafting and sending out new account paperwork
as well as working with her team to set up client meetings. Where she truly shines is in
in getting things accomplished – and in her commitment to meeting clients’ needs, big
and small.

“I enjoy building connections with our clients,” she says, “and am excited to grow with
the company. I’m grateful to be working for such an amazing firm that cares so much
about all their clients and employees. HH provides its people with all the resources we
need to be successful. We’re encouraged to grow and continue learning all we can.”
Kylie received her Bachelor of Science with a concentration in Finance from California
State University Long Beach in 2023. A graduate of the CSULB Honors Program, her
Senior Thesis research focused on financial literacy in college students. As Vice President
of CSULB’s Beach Investment Group program, she helped manage three investment
portfolios for the university.

Kylie enjoys working out at the gym and running. Being outside grounds her: “I love
getting fresh air whether that’s reading at a park or hiking different trails.” Keen about
travelling, Santorini and Dubrovnik are among her favorite destinations thus far.

Fun Fact

I was a CPR-certified lifeguard in high school – and performed two rescues.

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.