Brian Ernest Swinehart
Investment adviser representative at Sym Financial Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Sym Financial AdvisorsOct 2018 to now
- Zimmer BiometJul 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sym Financial Advisors
Legal name: Sym Financial Corporation
$5.8BAssets managed
1,959Clients
33Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4541366
- Firm CRD
- 107517