Troy L Mcswain
Investment adviser representative at First Foundation Advisors
10 yearsExperience
1 stateRegistered in
$5.1BFirm assets
36 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- First Foundation AdvisorsSep 2026 to now
- Morgan StanleyOct 2024 to now
- N/aMay 2024 to Oct 2024
- Morgan StanleyJul 2023 to May 2024
- N/aApr 2023 to Jul 2023
- Skinner Fouch & Olson LLPJan 2023 to Apr 2023
- California State University, Long BeachJan 2022 to May 2024
- N/aMay 2020 to Jan 2023
- Jeep Chrysler Dodge Ram of OntarioJan 2019 to Jun 2019
- Beola's Southern CuisineJun 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
First Foundation Advisors
$5.1BAssets managed
1,316Clients
29Advisers
36 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
- 7737281
- Firm CRD
- 106075