Bryant
Boswell

Cetera Investment Advisers LLC

CRD#7582247
Investment Advisor
in Hawthorne, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryant Boswell is a financial advisor working out of Hawthorne, New York who has 1 year of industry experience. Boswell is an advisor for Cetera Investment Advisers LLC. Throughout their career, Boswell has worked at Bucknell University, Rutgers University, Aviso Financial, LLC, Hsu Development, Inc, Georgetown Prep Summer Camps, Georgetown Preparatory School, West Frederick Middle School, Madlax Lacrosse Club and Cetera Advisors LLC. Boswell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Cetera Investment Advisers LLC is a business operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 financial advisors. It controls $33 billion in total assets among its 176,986 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. Cetera Investment Advisers LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the type of services offered. Fees billed by Cetera Investment Advisers LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7 Skyline Drive Suite 350
Hawthorne, NY 10532

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

NY Average: $6,674,516,078
Total Number of Employees

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bryant Boswell Work History

Bryant has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Aviso Financial, LLC

2022 - Present (2 years)

Cetera Advisors LLC

2021 - 2022 (1 year)

Rutgers University

2021 - 2021 (< 1 year)

Hsu Development, Inc

2021 - 2021 (< 1 year)

Madlax Lacrosse Club

2020 - 2020 (< 1 year)

Madlax Lacrosse Club

2019 - 2019 (< 1 year)

Hsu Development, Inc

2019 - 2019 (< 1 year)

Madlax Lacrosse Club

2018 - 2018 (< 1 year)

Georgetown Prep Summer Camps

2017 - 2021 (4 years)

Bucknell University

2017 - 2017 (< 1 year)

Georgetown Prep Summer Camps

2016 - 2016 (< 1 year)

Georgetown Prep Summer Camps

2013 - 2017 (4 years)

Georgetown Preparatory School

2010 - 2013 (3 years)

West Frederick Middle 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 Bryant Boswell 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 Cetera Investment Advisers LLC

Kory Doty
Effingham, IL
Christopher Ikerd
Evans, GA
Erin Mcclain
Philadelphia, PA
Ricardo Sanchez
Fort Lauderdale, FL
Larry Ellis
Edmond, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started