Steven Sweigert, financial advisor Salisbury MD
93 score

Steven Sweigert

CRD Number: 5587426
Current Firm: Pks Investment Advisors LLC

Steven Sweigert (CRD# 5587426) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pks Investment Advisors LLC Salisbury, MD Jul 2015 - Current 1
Suntrust Bank Atlanta, GA Oct 2009 - Jun 2015 5
Suntrust Investment Services, Inc. Atlanta, GA Oct 2009 - Jun 2015 5
Aflac Atlanta, GA Feb 2009 - Sep 2009 < 1
Edward Jones St Louis, MO Aug 2008 - Feb 2009 < 1
Bloomsburg University Bloomsburg, PA Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Steven E. Sweigert
Phone Number: 410-546-5600
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $194,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, MD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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