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Brett Scott Vandervort

SWISHER FINANCIAL CONCEPTS, INC.·WESTERVILLE, Ohio
SIE, Series 7, Series 66Clean record9 years registeredSWISHER FINANCIAL CONCEPTS, INC.
612 OFFICE PARKWAY, WESTERVILLE, OH 43082CRD# 6306604Firm CRD# 121384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Scott Vandervort · WESTERVILLE, OH
Registration
CRD #6306604 · SWISHER FINANCIAL CONCEPTS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

SWISHER FINANCIAL CONCEPTS, INC.
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 19, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SWISHER FINANCIAL CONCEPTS, INC.
CRD 121384 · SEC 801-115211
AUM
$223M
Regulatory assets under management
Employees
7
1,244 client accounts
Services offered by SWISHER FINANCIAL CONCEPTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SWISHER FINANCIAL CONCEPTS, INC. →
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Frequently Asked Questions

What services does Brett Scott Vandervort offer?
Brett Scott Vandervort specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Brett Scott Vandervort's credentials?
Brett Scott Vandervort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Scott Vandervort located?
Brett Scott Vandervort is based in WESTERVILLE, Ohio, working with SWISHER FINANCIAL CONCEPTS, INC.. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Brett Scott Vandervort charge for services?
Brett Scott Vandervort's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWISHER FINANCIAL CONCEPTS, INC.?
SWISHER FINANCIAL CONCEPTS, INC. has approximately 7 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWISHER FINANCIAL CONCEPTS, INC.

Daniel Edward Wolford
WESTERVILLE, OH
CFP
Michael A Henn
WESTERVILLE, OH
CFP
Zachary Allen Kountz
WESTERVILLE, OH
CFP

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