ADAM SCHWARTZ is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-29 | 2025-03-31 | — |
| HARRISDIRECT LLC | 2019-03-05 | 2020-07-01 | — |
| EQUITABLE ADVISORS, LLC | 2017-06-15 | 2019-02-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-03-01 | 2017-04-07 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-02-04 | 2013-03-12 | — |