Sweta Bhargav, financial advisor Philadelphia PA

Sweta Bhargav

CRD Number: 6745163
Current Firm: Adviso Wealth

Sweta Bhargav (CRD# 6745163) is an Investment Advisor Representative working at Adviso Wealth in Philadelphia, PA and has over 3 years of experience in the finance industry. Sweta Bhargav has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Adviso Wealth LLC Blue Bell, PA Mar 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell, PA Jul 2018 - Feb 2020 1
Unemployed Cincinnati, OH Mar 2018 - Jun 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Jan 2017 - Mar 2018 1
Unemployed London, Mar 2016 - Dec 2016 < 1
Schroders Investment Management London, Jul 2015 - Feb 2016 < 1
Insight Investment London, Mar 2012 - May 2015 3
Delmore Asset Management London, Apr 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Sweta Bhargav
Phone Number: 610-840-2622
Registered State(s):
  • PA
Current Firm Details
Adviso Wealth
Firm's CRD Number: 308198
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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