# ADAM SCHWARTZ

ADAM SCHWARTZ is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-07-29 | 2025-03-31 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2019-03-05 | 2020-07-01 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2017-06-15 | 2019-02-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-03-01 | 2017-04-07 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-02-04 | 2013-03-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6136264)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6136264.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.