Philip A Swisher

Current Employers

Trevian Wealth Management, Llc

Weston, MA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-11-12
MA	RA	APPROVED	2015-02-23

TX RA
APPROVED_RES

Since 2021-11-12
MA RA
APPROVED

Since 2015-02-23

Branch Locations

Weston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Trevian Wealth Management, Llc	Weston	MA	02/2015	Present

02/2015 → Present

Trevian Wealth Management, Llc

Weston, MA

Other Businesses

Name of outside business: Trevian Equity Partners LLC; Location of the business: 18 Page Rd, Weston, MA 02493; Description of the business: Manager of one investment in one privately-held company; Position Title: Managing Member; Start date with business: 2021-02-09; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-28

S65 Uniform Investment Adviser Law Examination

2016-12-28

Other Names

Philip A. Swisher

View on SEC IAPD