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Brett Anthony Swisher

Osaic Wealth, Inc.

Lexington, SC

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-07
NC RA APPROVED 2025-11-06
SC RA APPROVED 2025-11-06
TX RA APPROVED 2025-11-06
VA RA APPROVED 2025-11-06
  • FL RA
    APPROVED
    Since 2025-11-07
  • NC RA
    APPROVED
    Since 2025-11-06
  • SC RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06
  • VA RA
    APPROVED
    Since 2025-11-06

Branch Locations

1315 N. Lake Dr., Lexington, SC 29072 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2021 11/2025
Td Bank Greenville SC 11/2020 04/2021
Stratos Wealth Partners Lexington SC 05/2020 08/2020
Outback Steakhouse Anderson SC 10/2018 03/2020
Smashburger Lexington SC 04/2018 08/2018
Bilo Lexington SC 09/2016 06/2017
Lexington High School Lexington SC 08/2013 05/2017
Clemson University Clemson SC 08/2017 05/2021
Wayforward Austin TX 10/2022 07/2023
Osaic Wealth, Inc. Lexington SC 11/2025 Present
  • 06/2021 → 11/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 11/2020 → 04/2021
    Td Bank
    Greenville, SC
  • 05/2020 → 08/2020
    Stratos Wealth Partners
    Lexington, SC
  • 10/2018 → 03/2020
    Outback Steakhouse
    Anderson, SC
  • 04/2018 → 08/2018
    Smashburger
    Lexington, SC
  • 09/2016 → 06/2017
    Bilo
    Lexington, SC
  • 08/2013 → 05/2017
    Lexington High School
    Lexington, SC
  • 08/2017 → 05/2021
    Clemson University
    Clemson, SC
  • 10/2022 → 07/2023
    Wayforward
    Austin, TX
  • 11/2025 → Present
    Lexington, SC
Previous Registrations
Other Businesses

THE STURKIE WEALTH MANAGEMENT GROUP POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 40 START DATE: 11/10/2025 ADDRESS: 1315 N Lake Dr, Lexington SC 29072, United States DESCRIPTION: Financial advisor. I meet with clients and am the team's financial planning specialist.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Designations
Other Names
  • Brett Anthony Swisher
  • Brett Swisher

View on SEC IAPD

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