Claim Profile
BW

Brett James Wilson

SWIFT VENTURES MANAGEMENT, LLC·LAFAYETTE, California
Unclaimed Profile
3620 HAPPY VALLEY RD, LAFAYETTE, CA 94549CRD# 2694384Firm CRD# 312847
01

About

Brett James Wilson is a registered financial advisor based in LAFAYETTE, California, affiliated with SWIFT VENTURES MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SWIFT VENTURES MANAGEMENT, LLC
SWIFT VENTURES
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 2694384
Firm CRD# 312847
View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brett James Wilson offer?
Brett James Wilson is a registered financial advisor in LAFAYETTE, California. Contact their office for details on services offered.
What are Brett James Wilson's credentials?
Brett James Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett James Wilson located?
Brett James Wilson is based in LAFAYETTE, California, working with SWIFT VENTURES MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How large is SWIFT VENTURES MANAGEMENT, LLC?
SWIFT VENTURES MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty