Mia A. Kovacs
Professional summary
Mia Ann Kovacs, CFP®, who also goes by Mia Ann Mcfadden, Mia Mcfadden, is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
Mia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mia has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mia Ann Kovacs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
February 18, 2015 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143February 18, 2015 - December 13, 2021
BILL FEW SECURITIES, INC.
August 22, 2012 - February 23, 2015
UBS FINANCIAL SERVICES INC.
March 29, 2011 - February 23, 2015
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2015)
(4/25/2024)
Exams
Current Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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