Named to Barrons


(Lake Success, NEW YORK).

FCE Group is pleased to again be named to Barron's Magazine Top State by State Advisors List 2018.

FCE Group's Founder and Chairman David Schwartz, CFP® earned a rank of 119. Among independent advisors (excluding bank and brokerage affiliates), Mr. Schwartz is ranked #17 in NY State and #2 in Long IslandThis marks the second consecutive year that Mr. Schwartz made the list.

Mr. Schwartz founded the firm in 1981. Based in Lake Success, New York, FCE Group provides financial and retirement planning as well as investment management services.

Barron's evaluated over four thousand investment advisors on such factors as assets under management, firm revenue, regulatory history, and quality of practice. 

For more information, please contact  This email address is being protected from spambots. You need JavaScript enabled to view it. .

CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827