AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SS

Shivan O. Swarath

ACP SECURITIES
LAUDERHILL, FL
Some features on this profile are disabled
CRD#: 5237579
SS

Professional summary


Shivan O Swarath, who also goes by Shivan O Swarth, is a registered financial professional currently at ACP SECURITIES, LLC located in Lauderhill, Florida.

Shivan is registered as a RR (Registered Representative) and started their career in finance in 2008. Shivan has worked at 4 firms and has passed the Series 63, SIE, Series 34, Series 3, Series 7, Series 24 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shivan O Swarth

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) - BD


Click below to view Shivan O Swarath'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

October 6, 2025 - Present

ACP SECURITIES, LLC

BD
CRD#: 139049
LAUDERHILL, FL
Past

August 30, 2024 - October 30, 2025

NORTHBOUND SECURITIES LLC

BD
CRD#: 314549
DELREY BEACH, FL
Past

December 21, 2023 - October 3, 2025

ALLARIA SECURITIES, LLC

BD
CRD#: 286504
MIAMI, FL
Past

November 17, 2023 - September 3, 2025

ACP SECURITIES, LLC

BD
CRD#: 139049
Margate, FL
Past

February 21, 2008 - July 27, 2022

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
PLANTATION, FL

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 34
Date: 1/31/2011
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 10/6/2008
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


AS
ACP SECURITIES, LLC
ACP SECURITIES, LLC

CRD#: 139049 / SEC#: , 8-67185

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
1200 Brickell Avenue Suite 1700, Miami, FL 33131
Mailing Address
1200 Brickell Avenue Suite 1700, Miami, FL 33131
Phone number
(305) 670-4180
Established
Florida since 11/04/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ACP CAPITAL HOLDINGS, LLCSHAREHOLDER
ANDREWS, MICHAEL ALANCHIEF COMPLIANCE OFFICER6227932
ENDERE, ESTEBANCHIEF EXECUTIVE OFFICER4708937
GILMAN, ROBERT CRAIGFINOP1738412

Disclosures


Regulatory Event4

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.

Company Information


ACP SECURITIES, LLC

CRD#: 139049Lauderhill, FL

TRUST BUT VERIFY

Monitor Shivan Swarath

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics