Janney Montgomery Scott
46yrs
Top advisor by experience in Blue Bell
11yrs
Patrick Swift is a fiduciary financial advisor in Blue Bell, Pennsylvania, with 11 years in the industry. After five years at Merrill and less than a year at Equitable Advisors, Patrick joined Amplius Wealth Advisors in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Patrick holds the CFP® designation.
One of 178 advisors with offices in Blue Bell, and one of 160 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 55% of advisors at Amplius Wealth Advisors
Office1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.23 million
Advisors at the firm11
States licensed ?1 state
Services through Amplius Wealth Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmplius Wealth AdvisorsCurrent firm
- 2016 – 2021MerrillPreviously
- Jun 2016 – Jul 2016Equitable Advisors, LLCPreviously
Contact Patrick
(215) 310-7770Amplius Wealth Advisors main office 1787 Sentry Parkway West Veva 16, Suite 100Blue Bell, PA 19422Office · Get directions Facebook pageAmplius Wealth Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Amplius Wealth Advisors at (215) 310-7770 and ask for Patrick Swift. Patrick works from the Blue Bell, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. More experience than 55% of advisors at Amplius Wealth Advisors.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Amplius Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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