William Swart, financial advisor Tiverton RI

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 Tiverton, RI and has 1 year of experience in the finance industry.

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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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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