BB
Bryant W. Boswell
AVISO WEALTH MANAGEMENT
Washington, DC 20004-3647
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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.
1. AVISO WEALTH MANAGEMENT POSITION: Portfolio Manager NATURE: Corporation, Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 11900 NE 1st St, Suite 300, Bellevue WA 98005, United States DESCRIPTION: Analyzing client accounts and trading on behalf of them & assisting Joseph Perry with ORIA client portfolios 2. AVISO FINANCIAL CENTER POSITION: Portfolio Manager NATURE: DBA for the Osaic brokerage business from the Northumberland? Branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 227 Point Township Drive, Northumberland PA 17875, United States DESCRIPTION: portfolio analyst 3. AVISO TAX SERVICES, LLC POSITION: rep NATURE: LLC - tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/13/2023 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: I may refer clients to this company that brands under Aviso for tax preparation or tax questions. I receive no compensation and am not affiliated with them. 4. AVISO FINANCIAL, LLC POSITION: Portfolio Manager NATURE: DBA for broker dealer related business. It is an LLC holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 11900 NE 1st Street, Suite 300, Bellevue WA 98005, United States DESCRIPTION: Analyze client portfolios and trade for client accounts. Assisting Joe Perry with ORIA client portfolios 5. GEORGETOWN PREPARATORY SCHOOL POSITION: Lacrosse Coach NATURE: Educational Institution INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 10900 Rockville Pike, North Bethesda MD 20852, United States DESCRIPTION: I help coach JV lacrosse at a high school.
CRS (Client Relationship Summary) - RIA
Click below to view Bryant William Boswell's 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®
NoneExperience
Current
October 2, 2023 - Present
AVISO WEALTH MANAGEMENT
Office #1: 601 Pennsylvania Ave Nw Ste 900 Rm 921 And 922, Washington, DC 20004-3647RIA
CRD#: 108146
Washington, DC
Current
September 29, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 601 Pennsylvania Ave. Nw South Building, Washington, DC 20004RIA
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
General Industry/Product Exam
RR
Series 7TO
Date: 8/9/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,904 |
| AUM (Assets Under Management) | $ 494,946,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
