Dylan Schwartz is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2024-09-06 | present | Yes |
| LARSON FINANCIAL GROUP, LLC | 2021-10-28 | 2024-08-12 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2020-11-25 | 2021-10-04 | — |