Brian Aylieff is a registered investment advisor at Swbc Investment Advisory Services LLC, based in Austin, TX, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,165 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

900 South Capital of Texas, Ste 155, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Swbc Investment Advisory Services LLC
December 2012 - Present · 13 yrs 4 mos
Previous Registrations
Price Wealth Management, INC.
April 2011 - October 2012 · 1 yr 6 mos
NFP Securities, INC.
September 2004 - March 2011 · 6 yrs 6 mos
UBS Financial Services INC.
June 2002 - August 2003 · 1 yr 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.