Sean Thomas Swierczewski
Investment adviser representative at Class Vi Family Office, LLC
10 yearsExperience
2 statesRegistered in
$1.5BFirm assets
8 yearsFirm in business
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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
Experience
10 years in the industry.
- Class Vi Family Office, LLCJan 2023 to now
- Cva Family Office, LLC.Apr 2021 to now
- Charles Schwab & Co., Inc.Jun 2018 to Apr 2021
- Charles Schwab Bank, SsbJun 2018 to Apr 2021
- Factset Research Systems, Inc.Sep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Class Vi Family Office, LLC
$1.5BAssets managed
201Clients
7Advisers
8 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
- 6968606
- Firm CRD
- 285035