Kiran Sweigart
CFP®Professional Summary
Kiran Sweigart, CFP®, who also goes by Kiran Mirza Beg, Kiran Mirza-beg Sweigart, is a registered financial advisor currently at MCADAM LLC located in Radnor, Pennsylvania and MADISON AVENUE SECURITIES, LLC located in Philadelphia, Pennsylvania. Kiran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kiran has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kiran Mirza Beg, Kiran Mirza-Beg Sweigart
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Credentials
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Current Firm
ALEXANDER FINANCIAL PLANNING | RETIREUS | OAKLINE PRIVATE WEALTH | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | HARTMAN PRIVATE WEALTH | FINANCIAL PLANNERS GROUP | DONOHUE WEALTH MANAGEMENT | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
Contact Information
Main Address
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087Phone Number
(888) 614-5323# of Employees
174SEC notice filing (46 States and Territories)
Registered to provide investment advisory services in 46 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
10,513AUM (Assets Under Management)
$2,678,322,349Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
Primary Firm SEC Registration
ALEXANDER FINANCIAL PLANNING | RETIREUS | OAKLINE PRIVATE WEALTH | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | HARTMAN PRIVATE WEALTH | FINANCIAL PLANNERS GROUP | DONOHUE WEALTH MANAGEMENT | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
State Registrations and Notice Filings
(10/13/2014)
(1/10/2025)
(7/18/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC
CRS (Client Relationship Summary) - RIA
Click below to view Kiran Sweigart's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
ROFFMAN MILLER ASSOCIATES INC