William Swart, financial advisor Summit NJ

William Swart

CRD Number: 7630365
Current Firm: Brave Family Advisors

William Swart (CRD# 7630365) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has 1 year of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
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
Contact Info for William M. Swart
Phone Number: 908-522-8822
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    491
    MILLIONS
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $632,289
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, MA, ME, NH, NJ, NY, OH, PA, RI, TX

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