Stephen Montana O'connor-seville
Investment adviser representative at Swan Global Investments, LLC
13 yearsExperience
1 stateRegistered in
$2.4BFirm assets
16 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Swan Global Investments, LLCJul 2022 to now
- Abadie Schill, PcMay 2019 to Jul 2022
- Fort Lewis CollegeAug 2018 to May 2019
- City MarketDec 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Swan Global Investments, LLC
$2.4BAssets managed
1,231Clients
19Advisers
16 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
- 7613900
- Firm CRD
- 114669