Brett Anthony Swisher
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$234.9BFirm 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 assetsHourlyFixed 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
13 years in the industry.
- Osaic Wealth, Inc.Nov 2025 to now
- WayforwardOct 2022 to Jul 2023
- The Vanguard Group, Inc.Jun 2021 to Nov 2025
- TD BankNov 2020 to Apr 2021
- Stratos Wealth PartnersMay 2020 to Aug 2020
- Outback SteakhouseOct 2018 to Mar 2020
- SmashburgerApr 2018 to Aug 2018
- Clemson UniversityAug 2017 to May 2021
- BiloSep 2016 to Jun 2017
- Lexington High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (FL, NC, SC, TX, VA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7254799
- Firm CRD
- 23131