Bryant Boswell, financial advisor Washington DC

Bryant Boswell

CRD Number: 7582247
Current Firm: Aviso Wealth Management

Bryant Boswell (CRD# 7582247) is an Investment Advisor Representative working at Aviso Wealth Management in Washington, DC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Osaic Hawthorne, NY Sep 2023 - Current < 1
Aviso Financial, LLC Hawthorne, NY Jun 2022 - Current 1
Cetera Advisors LLC Hawthorne, NY Sep 2022 - Sep 2023 1
Rutgers University New Brunswick, NJ Sep 2021 - May 2022 < 1
Hsu Development, Inc. Gaithersburg, MD Jun 2021 - Aug 2021 < 1
Madlax Lacrosse Club Mclean, VA Jun 2021 - Aug 2021 < 1
Bucknell University Lewisburg, PA Aug 2017 - May 2021 3
Madlax Lacrosse Club Mclean, VA Jun 2020 - Aug 2020 < 1
Hsu Development, Inc. Gaithersburg, MD Jun 2019 - Aug 2019 < 1
Madlax Lacrosse Club Mclean, VA Jun 2019 - Aug 2019 < 1
Georgetown Prep Summer Camps North Bethesda, MD Jun 2018 - Aug 2018 < 1
Georgetown Prep Summer Camps North Bethesda, MD Jun 2017 - Aug 2017 < 1
Georgetown Preparatory School North Bethesda, MD Aug 2013 - May 2017 3
Georgetown Prep Summer Camps North Bethesda, MD Jun 2016 - Aug 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2022
Contact Info for Bryant W. Boswell
Phone Number: 877-633-1210
Registered State(s):
  • DC
  • NY
By the Numbers
  • Total Assets Under Management
    402
    MILLIONS
  • Total Number of Accounts
    1,656
    ACCOUNTS
  • Average Account Value
    $242,578
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA

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