AS
AS

Amberlee Danielle Swift

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amberlee works as a realtor for ERA Reardon Realty, selling residential homes and representing buyers since June 2022. This requires minimal time.

Employment History
Current Registrations
&partners
April 2025 - Present · 10 mos
&partnersBroker
March 2025 - Present · 11 mos
Previous Registrations
Private Client Services, LLCBroker
June 2017 - April 2021 · 3 yrs 10 mos
Invest Financial CorporationBroker
November 2016 - June 2017 · 7 mos
State Registrations7 states
COFLINMIOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.