Miguel L. Biamon

NEWSQUARE CAPITAL

Newtown Square, PA 19073-3229

Some features on this profile are disabled

CRD#: 3129143

Professional summary

Miguel L Biamon is a registered financial advisor currently at NEWSQUARE CAPITAL, LLC located in Newtown Square, Pennsylvania.

Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Miguel has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel L Biamon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 3, 2018 - Present

NEWSQUARE CAPITAL, LLC

Office #1: 16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229

RIA

CRD#: 152430

Newtown Square, PA

Past

June 22, 2016 - July 19, 2018

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 134184

BLUE BELL, PA

Past

January 10, 2011 - June 9, 2016

CRESAP, INC.

CRD#: 25899

BRYN MAWR, PA

Past

October 2, 2009 - April 8, 2010

CRESAP, INC.

CRD#: 25899

BRYN MAWR, PA

Past

October 25, 2004 - August 4, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

BRYN MAWR, PA

Past

October 25, 2004 - August 4, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

BRYN MAWR, PA

Past

October 7, 2000 - February 7, 2003

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

May 19, 2000 - October 7, 2000

KEYSTONE BROKERAGE, LLC

CRD#: 17445

WILLIAMSPORT, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/17/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/1999

General Securities Representative Examination

Current Firm

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229

Mailing Address

Phone number

(610) 325-6117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWSQUARE WRAP BROCHURE (3/28/2025)

NEWSQUARE ADV 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,752
AUM (Assets Under Management)	$ 1,930,754,665

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Miguel L. Biamon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel L Biamon's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRESAP, INC.

CRESAP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

M&T SECURITIES, INC.

KEYSTONE BROKERAGE, LLC

Primary Firm SEC Registration

NEWSQUARE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2000

Series 65

Date: 9/17/1998

SIE

Date: 6/9/2016

Series 7

Date: 5/3/1999

Current Firm

NEWSQUARE CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWSQUARE CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors