Bryant William Boswell
Investment adviser representative at Aviso Wealth Management
13 yearsExperience
2 statesRegistered in
$621.3MFirm assets
27 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 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
Experience
13 years in the industry.
- Aviso Wealth ManagementOct 2023 to now
- Osaic Wealth, Inc.Sep 2023 to now
- Aviso Financial, LLCJun 2022 to now
- Cetera Advisors LLCSep 2022 to Sep 2023
- Rutgers UniversitySep 2021 to May 2022
- Hsu Development, Inc.Jun 2021 to Aug 2021
- Madlax Lacrosse ClubJun 2021 to Aug 2021
- Madlax Lacrosse ClubJun 2020 to Aug 2020
- Hsu Development, Inc.Jun 2019 to Aug 2019
- Madlax Lacrosse ClubJun 2019 to Aug 2019
- Georgetown Prep Summer CampsJun 2018 to Aug 2018
- Bucknell UniversityAug 2017 to May 2021
- Georgetown Prep Summer CampsJun 2017 to Aug 2017
- Georgetown Preparatory SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (DC, NY).
Aviso Wealth Management
$621.3MAssets managed
929Clients
9Advisers
27 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
- 7582247
- Firm CRD
- 108146