Theresa Swett
Theresa Swett is a registered investment advisor at Raymond James & Associates, INC., based in Williston, VT, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Williston, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theresa is the summer manager of a family cottage, assisting with Airbnb listings and cleaning. This rental real estate activity takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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