William Szlag is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2024-04-16 | present | Yes |
| LPL FINANCIAL LLC | 2021-10-14 | 2024-02-21 | — |
| HANTZ FINANCIAL SERVICES, INC. | 2021-09-08 | 2021-10-04 | — |