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Ory S
Series 65
Boca Raton, FL
SimplyRIA Advisor Network
Ory Schwartz is a financial advisor with SimplyRIA Advisor Network, holding a Series 65 designation and one year of industry experience. Prior to joining SimplyRIA and Menach Capital, LLC in 2025, he worked at Northmarq for 24 years. At Menach Capital, he serves as a principal, focusing on cultivating client relationships and providing advisory services. SimplyRIA Advisor Network provides investment management, financial planning, and consulting services to individuals, trusts, estates, and retirement plans. The firm operates as an RIA-aggregator, supporting independent practices through a supervised structure and offering a combination of active and passive investment strategies alongside access to alternative investments.
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