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Paul Marshall Swigart

XTELLUS ADVISORS LLC·MIAMI, Florida
SIE, Series 4, Series 7, Series 24, Series 63, Series 79TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
XTELLUS ADVISORS LLC
CRD 313437 · SEC 802-130945
AUM
$43M
Regulatory assets under management
Services offered by XTELLUS ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at XTELLUS ADVISORS LLC →
Introduction

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04

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

Pavel Gennadievich L'vov
MIAMI, FL
Stephen Peter Zak
MIAMI, FL

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