Patrick
Swift
Amplius Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Swift is a certified financial planner based out of Blue Bell, Pennsylvania with 2 years of industry experience. Swift currently works for Amplius Wealth Advisors. During their career, the advisor has held roles at Dupont Capital Mgmt, Axa Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Amplius Wealth Advisors, LLC, Drexel University and Stursberg & Fine, Inc. Swift holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Amplius Wealth Advisors is a registered investment company based in Blue Bell, PA. It manages $1 billion in assets across its 2,234 client accounts, making it one of the bigger firms in the country by assets under management. Of its 2,234 accounts, 51% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Amplius Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Amplius Wealth Advisors Brokerage Details
$1,013,510,117
11
2,234
$453,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Patrick Swift Work History
Patrick has been registered as a financial advisor for 2 years.*
Amplius Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
Dupont Capital Mgmt
Stursberg & Fine, Inc
Drexel University
*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 Patrick 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 Amplius Wealth Advisors
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
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.
