Douglas Reynolds Scott Swenson

Employer firm

Svb Wealth CRD 172832

$3.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2011 → Present
  Banyan Partners, Llc
  Palm Beach Gardens, FL
• 10/2014 → Present
  Bp Wealth Management, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2011-02-28 → 2014-11-26
  Banyan Partners, Llc
  Palm Beach Gardens, FL
• 2009-07-17 → 2011-03-01
  15430 Endeavour Drive, Inc.
  Jupiter, FL

Other Businesses

(1) TERRA BELLA & ASSOCIATES; NOT INVESTMENT RELATED; JUPITER, FL; COMMERCIAL LANDSCAPING AND TREE FARMING; CERTIFIED ARBORIST; START DATE 11/30/06; 5 HRS/MO; DUTIES:- CERTIFIED ARBORIST. (2) IDENTITY SOLUTIONS; NOT INVESTMENT RELATED; 8254 LONG BAY BLVD SARASOTA, FL; IDENTITY THEFT RECOVERY; MARKETING & INTRODUCING COMPANY; 08/2008; 12 HR/MO; 0 HR/MO DURING SECURITIES TRADING HRS; CONTACTING AND INTRODUCING BUSINESSES TO IDENTITY SOLUTIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-21
• S63 Uniform Securities Agent State Law Examination
  1984-03-29

Other Names

• Scott Swenson