Steven Matthew Swierkowski
Investment Adviser Representative at Counterweight Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Matthew Swierkowski is an investment adviser representative with Counterweight Private Wealth in Wilmington, NC, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Truclarity Wealth Advisors and PARK Avenue Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
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.
- The Range Complex, LLCMar 2014 – Apr 2021Autryville, NC
- Woodbury Financial Services IncOct 2020 – Apr 2021Huntersville, NC
- THE Range ComplexApr 2021 – Apr 2022Autryville, NC
- Guardian LIFE Insurance CompanyMay 2021 – no end date reportedRaleigh, NC
- PARK Avenue SecuritiesMay 2021 – Mar 2022Raleigh, NC
- TCWP LLC dba Counterweight Private WealthMar 2022 – Oct 2023Beachwood, OH
- Counterweight Private WealthOct 2023 – no end date reportedWilmington, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Counterweight Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- 0 to $500,0001.40%
- $500,001 to $1,000,0001.10%
- $1,000,001 to $3,000,0000.90%
- $3,000,001 to $5,000,0000.80%
+2 more tiers on the firm profile
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Wilmington, NC
- SEC file number:
- 801-128694
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Counterweight Private Wealth
1 other advisor in the directory
View Counterweight Private Wealth firm profileSimilar advisors in Wilmington, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Matthew Swierkowski 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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