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Paul Marshall Swigart

XTELLUS ADVISORS LLC·MIAMI, Florida
Clean recordXTELLUS ADVISORS LLC
2601 S. BAYSHORE DRIVE, MIAMI, FL 33133CRD# 4580213Firm CRD# 313437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Marshall Swigart · MIAMI, FL
Registration
CRD #4580213 · XTELLUS ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Marshall Swigart is a registered financial advisor based in MIAMI, Florida, affiliated with XTELLUS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
XTELLUS ADVISORS LLC
XTELLUS ADVISORS LLC
AUM
$43M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at XTELLUS ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4580213
Firm CRD# 313437
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Marshall Swigart offer?
Paul Marshall Swigart specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Paul Marshall Swigart's credentials?
Paul Marshall Swigart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Marshall Swigart located?
Paul Marshall Swigart is based in MIAMI, Florida, working with XTELLUS ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Paul Marshall Swigart charge for services?
Paul Marshall Swigart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XTELLUS ADVISORS LLC?
XTELLUS ADVISORS LLC is a registered investment adviser with the SEC, managing $43M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at XTELLUS ADVISORS LLC

Gregory Joseph Gigliotti
MIAMI, FL
Stephen Peter Zak
MIAMI, FL
Pavel Gennadievich L'vov
MIAMI, FL

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