Tyler Swaim, financial advisor Salem MA

Tyler Swaim

CRD Number: 6416539
Current Firm: Cabot Wealth Management

Tyler Swaim (CRD# 6416539) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cabot Wealth Management Salem, MA Feb 2018 - Current 2
Congress Wealth Management Boston, MA Aug 2015 - Jan 2018 2
Alliance Bernstein Boston, MA Oct 2014 - Aug 2015 < 1
Bny Mellon Wealth Management Boston, MA Mar 2012 - Oct 2014 2
Roc Landscaping Peabody, MA Oct 2011 - Mar 2012 < 1
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Saint Joseph's University Philadelphia, PA Jan 2009 - May 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Tyler O. Swaim
Phone Number: 978-745-9233
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    760
    MILLIONS
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $457,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DE, FL, GA, IL, IN, LA, MA, ME, MN, NC, NE, NH, NJ, NY, OH, PA, TX, VA, VT, WI

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