William SwartCRD Number: 7630365
Current Firm: Brave Family Advisors
William Swart (CRD# 7630365) is an Investment Advisor Representative working at Brave Family Advisors in Tiverton, RI and has 1 year of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Brave Asset Management, Inc.||Tiverton, RI||Jun 2022 - Current||< 1|
|Bryant University||Smithfield, RI||Jun 2018 - May 2022||3|
|Gleeson's Wine And Spirits||Little Compton, RI||Jun 2021 - Feb 2022||< 1|
|Brave Asset Management, Inc.||Tiverton, RI||May 2021 - Aug 2021||< 1|
|Sayles Livingston Design||Tiverton, RI||Jun 2017 - May 2020||2|
|Unemployed||Little Compton, RI||Aug 2016 - Jun 2017||< 1|
|Compton Clambakes||Little Compton, RI||Jun 2016 - Aug 2016||< 1|
|Unemployed||Little Compton, RI||Aug 2015 - Jun 2016||< 1|
|Evelyn's Restaurant||Tiverton, RI||Jun 2015 - Aug 2015||< 1|
|Wilbur & Mcmahon School||Little Compton, RI||Sep 2012 - Jun 2015||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2022|
Total Assets Under Management482MILLIONS
Total Number of Accounts618ACCOUNTS
Average Account Value$780,321
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, MA, NJ, NY, RI, TX
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