Sean Thomas Swierczewski

Employer firm

Class Vi Family Office, LLC CRD 285035

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING

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

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

Current Employers

Employment History

• 06/2018 → 04/2021
  Charles Schwab & Co., Inc.
  Menlo Park, CA
• 06/2018 → 04/2021
  Charles Schwab Bank, Ssb
  Menlo Park, CA
• 09/2016 → 05/2018
  Factset Research Systems, Inc.
  San Francsico, CA
• 05/2016 → 09/2016
  Cochlear Americas
  Englewood, CO
• 04/2021 → Present
  Cva Family Office, Llc.
  Denver, CO

Previous Registrations

• 2021-05-03 → 2022-12-31
  Class Vi Family Office, Llc
  Denver, CO
• 2018-09-27 → 2021-04-30
  Charles Schwab & Co., Inc.
  San Francisco, CA
  Menlo Park, CA

Other Businesses

1- Owns and operates All Season Wash Co. LLC a car detailing service. He runs the company operations and devotes no more than 20 hours per month to this business.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27