Patrick Joseph Swift
Investment adviser representative at Amplius Wealth Advisors
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
Are you Patrick Joseph Swift? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Amplius Wealth Advisors, LLCFeb 2021 to now
- Bank of America, N.A.Nov 2016 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
5 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
- 6550021
- Firm CRD
- 312463