AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

John Henry Swope

STILLWATER CAPITAL ADVISORS, LLC·DEVON, Pennsylvania
Series 1, Series 63, Series 65Clean record24 years registeredSTILLWATER CAPITAL ADVISORS, LLC
80 W. LANCASTER AVE. SUITE 230, DEVON, PA 19333CRD# 441458Firm CRD# 149946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Henry Swope · DEVON, PA
Registration
CRD #441458 · STILLWATER CAPITAL ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: STILLWATER CAPITAL ADVISORS, LLC
STILLWATER CAPITAL ADVISORS, LLC
Jun 2009 – Dec 2021
DEVON, PA
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Jun 2009
SANIBEL ISLAND, FL
CITIGROUP GLOBAL MARKETS INC.
May 2002 – Jun 2009
SANIBEL ISLAND, FL
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 63
Series 65
Registration record
First registered · May 24, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STILLWATER CAPITAL ADVISORS, LLC
CRD 149946 · SEC 801-70060
AUM
$981M
Regulatory assets under management
Employees
6
1,901 client accounts
Services offered by STILLWATER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STILLWATER CAPITAL ADVISORS, LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DEVON?

Browse all registered financial advisors in DEVON, Pennsylvania or claim this profile if it's yours.

Browse DEVON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Henry Swope offer?
John Henry Swope specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are John Henry Swope's credentials?
John Henry Swope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Henry Swope located?
John Henry Swope is based in DEVON, Pennsylvania, last registered with STILLWATER CAPITAL ADVISORS, LLC.
How does John Henry Swope charge for services?
John Henry Swope's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER CAPITAL ADVISORS, LLC?
STILLWATER CAPITAL ADVISORS, LLC has approximately 6 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STILLWATER CAPITAL ADVISORS, LLC

Douglas Andrew Swope
DEVON, PA
Christopher Corkhill Dautrich
DEVON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile