WILLIAM BRIAN SCHWARTZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2021-01-03 | present | Yes |
| WEALTHSPIRE ADVISORS | 2015-09-22 | 2020-12-31 | — |
| HIGHLINE WEALTH MANAGEMENT, LLC | 2008-03-13 | 2015-12-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-03-06 | 2008-03-13 | — |