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BB

Bryant W. Boswell

AVISO WEALTH MANAGEMENT
Washington, DC 20004-3647
Some features on this profile are disabled
CRD#: 7582247
BB

Professional summary

Bryant William Boswell, who also goes by Bryant Boswell, is a registered financial advisor currently at AVISO WEALTH MANAGEMENT located in Washington, District Of Columbia and OSAIC WEALTH, INC. located in Washington, District Of Columbia.

Bryant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Bryant has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryant Boswell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant William Boswell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 2, 2023 - Present

AVISO WEALTH MANAGEMENT

Office #1: 601 Pennsylvania Ave Nw Ste 900 Rm 921 And 922, Washington, DC 20004-3647
RIA
CRD#: 108146
Washington, DC
Current

September 29, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 601 Pennsylvania Ave. Nw South Building, Washington, DC 20004Office #2: 2700 Gambell Street Suite 403, Anchorage, AK 99503
RIA
BD
CRD#: 23131
WASHINGTON, DC
Past

September 13, 2022 - October 3, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Hawthorne, NY
Past

September 8, 2022 - October 3, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
Hawthorne, NY
Past

August 9, 2022 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
Hawthorne, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT | POTOMAC INVESTMENTS, INC. | MARCIA JOSLYN SILL, INC. | M.J. INVESTMENT ADVISORS | M.J. INVESTMENT ADVISERS | M. J. INVESTMENT ADVISERS

CRD#: 108146 / SEC#: 801-56358

RIA
Registered Investment Advisory firm - (3/22/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(12/4/2023)
IAR
District of Columbia
(1/9/2024)
RR
Maryland
(8/1/2025)
RR
New York
(9/29/2023)
IAR
New York
(10/2/2023)
RR
Virginia
(2/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/9/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/22/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AW
AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT | POTOMAC INVESTMENTS, INC. | MARCIA JOSLYN SILL, INC. | M.J. INVESTMENT ADVISORS | M.J. INVESTMENT ADVISERS | M. J. INVESTMENT ADVISERS

CRD#: 108146 / SEC#: 801-56358

RIA
Registered Investment Advisory firm - (3/22/1999 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11900 Ne 1st St Suite 300, Bellevue, WA 98005
Mailing Address
Phone number
(877) 633-1210
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVISO WEALTH MANAGEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,904
AUM (Assets Under Management)$ 494,946,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVISO WEALTH MANAGEMENT

CRD#: 108146Washington, DC 20004-3647

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