Steven Swansig

Sales & Marketing at RIA in a Box LLC

Commercial Services

Finance

Profile

Steven Swansig is currently working as Vice President-Sales & Business Development at RIA in a Box LLC.
He previously worked as a Principal at TD Ameritrade, Inc.

Steven Swansig active positions

Companies	Position	Start
RIA in a Box LLC RIA in a Box LLC Miscellaneous Commercial ServicesCommercial Services RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.	Sales & Marketing	-

All active positions of Steven Swansig

Former positions of Steven Swansig

Companies	Position	End
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.	Corporate Officer/Principal	-

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Linked companies

Private companies	2
RIA in a Box LLC RIA in a Box LLC Miscellaneous Commercial ServicesCommercial Services RIA in a Box LLC provides compliance business consulting services. The firm focuses on registration and ongoing compliance for registered investment advisory firms at both the state and SEC levels. Its services include distinction and loss statements, change sheets, broad ledgers and contract journals using QuickBooks to emanate and sustain the inner books vital to encounter state and SEC correspondence standards. The company was founded in 2005 and is headquartered in New York, NY.	Commercial Services
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.	Finance