Amberlee Danielle Swift
Investment Adviser Representative at &Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amberlee Danielle Swift is an investment adviser representative with &Partners in Jackson, MI, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Private Client Services, LLC and Invest Financial Corporation. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
28 states and territories
Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Executive Wealth ManagementFeb 2012 – Nov 2020Jackson, MI
- INVEST Financial CorpDec 2016 – Jun 2017Tampa, FL
- Private Client Services LLCJun 2017 – Apr 2021Louisville, KY
- Executive Wealth ManagementNov 2020 – Mar 2021Brighton, MI
- &PartnersAug 2024 – no end date reportedNashville, TN
- Howard Hanna REAL Estate ServicesMar 2021 – Jun 2022Jackson, MI
- ERA Reardon RealtyJun 2022 – no end date reportedJackson, MI
- Country CLUB OF JacksonNov 2022 – May 2024Jackson, MI
- Meridian Wealth Management OF MichiganApr 2024 – Aug 2024Jackson, MI
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About &Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Subscription fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management and financial advisory services, including investment solutions, a concierge CIO, operational support with a single point of contact, and access to fintech and new technology resources.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 494
- Offices listed on AdvisorFinder:
- 42
- Main office:
- Nashville, TN
- SEC file number:
- 801-37145
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at &Partners
Showing 12 of 494 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amberlee Danielle Swift has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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