William Nechtem Swerdlick is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with EDWARD D. JONES & CO., L.P..
| Firm | From | To | Current |
|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 2026-05-18 | present | Yes |
| CRESTWOOD ADVISORS GROUP, LLC | 2025-07-03 | 2025-10-21 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-01-13 | 2025-04-17 | — |
| MORGAN STANLEY & CO. LLC | 2007-10-29 | 2008-02-07 | — |