Unclaimed Profile

Donald Scott Rykert

SWBC INVESTMENT COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 79TOClean recordSWBC INVESTMENT COMPANY

9311 SAN PEDRO AVENUE, SAN ANTONIO, TX 78216-4459CRD# 2128744Firm CRD# 140994

Profile Verification

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

Identity

Donald Scott Rykert · SAN ANTONIO, TX

Registration

CRD #2128744 · SWBC INVESTMENT COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 79TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWBC INVESTMENT COMPANY

CRD 140994 · SEC 801-68054

AUM

$346M

Regulatory assets under management

Employees

250 client accounts

Services offered by SWBC INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SWBC INVESTMENT COMPANY →

Introduction

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Frequently Asked Questions

What services does Donald Scott Rykert offer?

Donald Scott Rykert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Donald Scott Rykert's credentials?

Donald Scott Rykert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Scott Rykert located?

Donald Scott Rykert is based in SAN ANTONIO, Texas, working with SWBC INVESTMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Donald Scott Rykert charge for services?

Donald Scott Rykert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWBC INVESTMENT COMPANY?

SWBC INVESTMENT COMPANY has approximately 35 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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