Robert
Swift

Tci Wealth Advisors, Inc

CRD#1212588
Investment Advisor
in Tucson, AZ

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About this Advisor

Robert Swift is a financial advisor operating in Tucson, Arizona with 29 years of relevant experience. Swift is an advisor for Tci Wealth Advisors, Inc. Swift has gained experience at Tci Wealth Advisors, Inc and Tci Foundation Inc. Swift holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, California and Texas. Tci Wealth Advisors, Inc is a financial advisory business that has its headquarters in Tucson, AZ. It has offices in five locations and a total of 54 people on staff. It administers $3 billion in assets under management across its 9,496 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 9,496 accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. However, fees billed by Tci Wealth Advisors, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4011 E. Sunrise Drive
Tucson, AZ 85718

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Tci Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$3,431,526,695

AZ Average: $1,555,372,352
Total Number of Employees

54

AZ Average: 37
Total Number of Accounts

9,496

AZ Average: 1,370
Average Account Size

$361,365

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Swift Work History

Robert has been registered as a financial advisor for 29 years.*

2015 - Present (9 years)

Tci Wealth Advisors, Inc

2014 - 2014 (< 1 year)

Tci Foundation Inc

2011 - 2015 (4 years)

Tci Wealth Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Swift to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tci Wealth Advisors, Inc

Scott Styrmoe
Tucson, AZ
Scott Bennett
Tucson, AZ
Robert Rynders
Scottsdale, AZ
Rachel Mccullough
Scottsdale, AZ
Justin Rodriguez
Scottsdale, AZ
Kayla Marjanovic
Tucson, AZ
Lauren Williams
Tucson, AZ
Shawn Best
Tucson, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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