Unclaimed Profile

David Paine Swift

ENGINE NO.1 LLC·SAN FRANCISCO, California

Clean recordENGINE NO.1 LLC

710 SANSOME STREET, SAN FRANCISCO, CA 94111CRD# 4846235Firm CRD# 311998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Paine Swift · SAN FRANCISCO, CA

Registration

CRD #4846235 · ENGINE NO.1 LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Paine Swift is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ENGINE NO.1 LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ENGINE NO.1 LLC

AUM

$300M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENGINE NO.1 LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4846235

Firm CRD# 311998

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Paine Swift offer?

David Paine Swift specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are David Paine Swift's credentials?

David Paine Swift is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paine Swift located?

David Paine Swift is based in SAN FRANCISCO, California, working with ENGINE NO.1 LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does David Paine Swift charge for services?

David Paine Swift's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENGINE NO.1 LLC?

ENGINE NO.1 LLC has approximately 33 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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