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.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
- RI
-
Total Assets Under Management491MILLIONS
-
Total Number of Accounts777ACCOUNTS
-
Average Account Value$632,289
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MA, ME, NH, NJ, NY, OH, PA, RI, TX
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