Steven Matthew Swierkowski

Employer firm

Counterweight Private Wealth CRD 327880

$207M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 04/2021
  The Range Complex, Llc
  Autryville, NC
• 10/2020 → 04/2021
  Woodbury Financial Services Inc
  Huntersville, NC
• 04/2021 → 04/2022
  The Range Complex
  Autryville, NC
• 05/2021 → Present
  Guardian Life Insurance Company
  Raleigh, NC
• 05/2021 → 03/2022
  Park Avenue Securities
  Raleigh, NC
• 03/2022 → 10/2023
  Tcwp Llc Dba Counterweight Private Wealth
  Beachwood, OH
• 10/2023 → Present
  Counterweight Private Wealth
  Wilmington, NC

Previous Registrations

• 2022-03-16 → 2023-10-10
  Truclarity Wealth Advisors
  Beachwood, OH
  Raleigh, NC
• 2021-05-20 → 2022-03-25
  Park Avenue Securities Llc
  Raleigh, NC
• 2021-02-10 → 2021-05-07
  Woodbury Financial Services, Inc.
  Huntersville, NC

Other Businesses

1.NC HIGH SCHOOL ATHLETIC ASSOCIATION LACROSSE REFEREE, ADDRESS: RALEIGH, NC, START DATE: 02/01/2020, 15 HOURS PER MONTH/ 0 DURING NORMAL BUSINESS HOURS, NON INVESTMENT RELATED, Less than 10% annual compensation, 2. INSURANCE BROKER- GUARDIAN, ADDRESS: 2626 GLENWOOD AVE, SUITE 450, RALEIGH, NC 27608, START DATE: 05/17/2021, 1 HOUR PER MONTH/ 0 DURING NORMAL BUSINESS HOURS, INVESTMENT RELATED, Less than 10% annual compensation,

Exams

• S66 Uniform Combined State Law Examination
  2021-02-09

Designations

• Certified Financial Planner