William Swanner

William Swanner is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Registration history (5)

FirmFromToCurrent
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2025-12-04presentYes
STRATEGIC ADVISERS LLC2025-03-312025-11-06
FIDELITY PERSONAL AND WORKPLACE ADVISORS2023-03-062025-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC2020-04-292022-09-19
HILLTOP SECURITIES INC.2018-06-222020-05-27

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