JAMES SZWERC is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-13 | 2025-03-31 | — |
| CITIZENS SECURITIES, INC. | 2019-07-30 | 2020-12-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-09-13 | 2019-07-02 | — |
| MCADAM LLC | 2016-03-07 | 2017-05-19 | — |