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Samuel Kessler Swenson

Range Advisory, LLC

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About Samuel Kessler Swenson

Samuel Kessler Swenson is a financial advisor with Range Advisory, LLC. Samuel has been in the financial services industry for over 8 years. Samuel is a Certified Financial Planner and a Chartered Financial Analyst. Samuel has experience working with high-net-worth individuals and individuals other than high-net-worth. Samuel also has experience working with individuals, families, and businesses. Samuel specializes in financial planning, portfolio management, and investment advisory services. Samuel is a registered investment advisor in New York, Pennsylvania, Texas, and Virginia. Samuel is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Samuel Swenson is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Membership dues

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Samuel Swenson’s Registration & Firm History

NY

09/11/2023 - Present

Range Advisory, LLC (New York NY)

NY

02/18/2016 - 01/09/2019

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

08/20/2015 - 03/08/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/31/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Kessler Swenson.
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