TrueAdvisor
TrueAdvisor
MB
MB

Miguel L Biamon

Newsquare Capital, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Newsquare Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
2,163 clients
Average Client Portfolio
$893K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K

Location

16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Newsquare Capital, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Blue Bell Private Wealth Management, LLC
June 2016 - July 2018 · 2 yrs 1 mo
Cresap, INC.Broker
January 2011 - June 2016 · 5 yrs 5 mos
Cresap, INC.Broker
October 2009 - April 2010 · 6 mos
Uvest Financial Services Group, INC.
October 2004 - August 2009 · 4 yrs 10 mos
Uvest Financial Services Group, INC.Broker
October 2004 - August 2009 · 4 yrs 10 mos
M&t Securities, INC.Broker
October 2000 - February 2003 · 2 yrs 4 mos
Keystone Brokerage, LLCBroker
May 2000 - October 2000 · 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.