William
Swart
Brave Family Advisors
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About this Advisor
William Swart is a financial advisor who works out of Summit, New Jersey who has 1 year of industry experience. Swart works at Brave Family Advisors. Their career trajectory has included roles at Evelyn'S Restaurant, Compton Clambakes, Sayles Livingston Design, Bryant University, Gleeson'S Wine And Spirits, Brave Asset Management, Inc and Wilbur & Mcmahon School. Swart has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Rhode Island. Brave Family Advisors is a company based out of Summit, NJ. The investment advisory business has a total of seven employees. It handles $439 million in total assets across its 726 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 13 charitable organizations. Of its 726 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a few services, such as portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors are based on the type of financial services provided. However, fee types billed by Brave Family Advisors most likely include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brave Family Advisors Brokerage Details
$439,349,725
7
726
$605,165
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
William Swart Work History
William has been registered as a financial advisor for 1 years.*
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
*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 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 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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