RW
Randall William Swan
CRD 4464653
Firms
| Firm | Role | As of |
|---|---|---|
| Swan Global Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Swan Wealth Advisors, Llc
Ceo · Less than 5% · Mar 2024
-
Swan Wealth Advisors, Llc
Owner · 50% – 75% · Mar 2024
-
Swan Global Management Llc
Ceo, Managing Member · 50% – 75% · Mar 2024
-
Swan Global Investments, Llc
Ceo · Less than 5% · Mar 2024
-
Swan Global Investments, Llc
Owner · 50% – 75% · Mar 2024
-
Swan Capital Management, Llc
President/Chief Executive Officer · Less than 5% · Mar 2024
-
Swan Capital Management, Llc
Owner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗