TODD SCHWARTZ is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-06-19 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2017-10-03 | 2023-05-26 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2009-11-03 | 2017-10-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-12-01 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-09-06 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1999-01-01 | 2005-09-07 | — |