Philip Swisher (CRD# 4638218) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has over 7 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trevian Wealth Management, LLC | Weston, MA | Feb 2015 - Current | 9 |
| Brown Brothers Harriman | Boston, MA | Jun 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MA
- TX
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts548ACCOUNTS
-
Average Account Value$912,897
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, NH, TN, TX
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