Keith Thomas Schweitzer
Professional Summary
Keith Thomas Schweitzer, who also goes by Keith T Schweitzer, is a registered financial advisor currently at BAIN CAPITAL MARKETS, LLC located in Boston, Massachusetts. Keith is registered as a RR (Registered Representative) and started their career in finance in 2001. Keith has worked at 5 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Keith T Schweitzer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BAIN CAPITAL DISTRIBUTORS, LLC | ST. JAMES FUND DISTRIBUTORS, LLC | BAIN CAPITAL MARKETS, LLC
Contact Information
Main Address
200 Clarendon Street, Boston, MA 02116Mailing Address
200 Clarendon Street, Boston, MA 02116Phone Number
(617) 516-2318Established
Delaware since 02/03/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Keith Thomas Schweitzer's CRS (Customer Relationship Summary).
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