William
Swart
Brave Family Advisors
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About this Advisor
William Swart is a financial advisor based in Summit, New Jersey, working with Brave Family Advisors. William has previously held positions at Evelyn's Restaurant, Compton Clambakes, Sayles Livingston Design, Bryant University, Gleeson's Wine and Spirits, Brave Asset Management, Inc, and Wilbur & McMahon School. William has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, William is part of Brave Family Advisors, which operates out of Summit, New Jersey. The firm has one office and seven employees. The firm manages assets totaling $491.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and pension consulting services. The fee structure at Brave Family Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brave Family Advisors Brokerage Details
$491,288,899
7
777
$632,289
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Swart Work History
Brave Asset Management, Inc
Gleeson'S Wine And Spirits
Brave Asset Management, Inc
Bryant University
Sayles Livingston Design
Compton Clambakes
Evelyn'S Restaurant
Wilbur & Mcmahon School
Disclosures
Please visit the SEC profile of William Swart 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 Brave Family Advisors
Summit, NJ
Summit, NJ
Summit, NJ
Providence, RI
Summit, NJ
Summit, NJ
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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