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William Brian Schwartz

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-03
  • MD RA
    APPROVED
    Since 2021-01-03

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Potomac MD 09/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-04
S65 Uniform Investment Adviser Law Examination 1996-05-01
  • S66 Uniform Combined State Law Examination
    2003-03-04
  • S65 Uniform Investment Adviser Law Examination
    1996-05-01
Designations
Other Names
  • William Schwartz

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
MORGAN STANLEY · POTOMAC, MD
PATHSTONE · Potomac, MD

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