Shane Sweigart
Shane Sweigart is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Radnor, PA, with 17 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is a financial advisor and Senior Vice-President at McAdam LLC, dealing with annuities and insurance, dedicating about half of his time. He also sells insurance, including fixed annuities, through McAdam Institutional Brokerage and is a partner and 50% owner of SK & Associates, LLC (a real estate holding company) and Sweigart Financial LLC (used to pay commissions), spending minimal time on the former and about a quarter of his time on the latter.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Mcadam LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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