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Sydney Szwyd

6 Years of Experience
Las Vegas, NV
Broker

Sydney Szwyd is a registered investment advisor at Raymond James & Associates, INC., based in Las Vegas, NV, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

10801 W. Charleston Blvd, Suite 120, Las Vegas, NV, 89135

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Raymond James & Associates, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
January 2022 - June 2025 · 3 yrs 5 mos
UBS Financial Services INC.Broker
January 2022 - June 2025 · 3 yrs 5 mos
Profunds Distributors, INC.Broker
September 2019 - September 2021 · 2 yrs
State Registrations44 states
AKALAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNENMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWY
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Exams
No exam information available for this advisor.