Steven
Swierkowski
Counterweight Private Wealth
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About this Advisor
Steven Swierkowski is a financial advisor based in Wilmington, North Carolina, working with Counterweight Private Wealth. Steven has previously held positions at The Range Complex, LLC, Woodbury Financial Services Inc, The Range Complex, Guardian Life Insurance Company, Park Avenue Securities, Tcwp LLC Dba Counterweight Private Wealth, and Counterweight Private Wealth. Steven has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Steven is part of Counterweight Private Wealth, which operates out of Wilmington, North Carolina. The firm has 3 employees and manages assets totaling $137.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Counterweight Private Wealth includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Counterweight Private Wealth Brokerage Details
$137,008,121
3
291
$470,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Swierkowski Work History
Counterweight Private Wealth
Guardian Life Insurance Company
Tcwp LLC Dba Counterweight Private Wealth
The Range Complex
Park Avenue Securities
Woodbury Financial Services Inc
The Range Complex, LLC
Disclosures
Please visit the SEC profile of Steven Swierkowski 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 Counterweight Private Wealth
Wilmington, NC
Wilmington, NC
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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