Gerard Swienton
Investment Leadership · Forest, Virginia
Gerard Swienton is a fee-only financial advisor at Investment Leadership in Forest, Virginia, who holds the CFP credential. Investment Leadership reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Investment Leadership |
|---|---|
| Based in | Forest, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $86.4M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 1424932 |
| Exams passed | Series 63 (1985) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.investmentleadership.com |
How Gerard's firm compares
- Investment Leadership's average account is about $328,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Gerard
Is Gerard Swienton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Investment Leadership reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerard charge for financial advice?
Gerard's firm, Investment Leadership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerard Swienton based?
Gerard Swienton is based in Forest, Virginia.
What credentials does Gerard Swienton hold?
Gerard Swienton holds the CFP credential.
Is Gerard Swienton registered with the SEC?
Yes. Gerard Swienton is registered as an investment adviser representative in TX and VA (CRD 1424932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investment Leadership manage?
Investment Leadership reports $86.4M across 263 accounts in assets under management.
How do I contact Gerard Swienton?
Through Gerard's website, www.investmentleadership.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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