Swm Advisors

Swm Advisors (CRD# 158398) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $203,849,000 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $7,840,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, TX

Financial Advisors at Swm Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Matthew R. Digennaro
CRD#: 2220725
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
93
Wealthminder
score

Matthew Digennaro (CRD# 2220725) is an Investment Advisor Representative working at Swm Advisors in Saint Petersburg, FL and has over 17 years of experience in the finance industry.

2
Douglas W. Case
CRD#: 4360788
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
90
Wealthminder
score

Douglas Case (CRD# 4360788) is an Investment Advisor Representative working at Swm Advisors in Saint Petersburg, FL and has 1 year of experience in the finance industry.

3
Vikram J. Kuriyan
CRD#: 6632417
Short Hills, NJ
90
Wealthminder
score

Vikram Kuriyan (CRD# 6632417) is an Investment Advisor Representative working at Swm Advisors in Short Hills, NJ and has 1 year of experience in the finance industry.

4
Set Carpintero
CRD#: 6056748
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
89
Wealthminder
score

Set Carpintero (CRD# 6056748) is an Investment Advisor Representative working at Swm Advisors in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

5
Valerie C. Digennaro
CRD#: 6510521
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
89
Wealthminder
score

Valerie Digennaro (CRD# 6510521) is an Investment Advisor Representative working at Swm Advisors in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

6
Andrea N. Mullins
CRD#: 2081957
One Beach Drive Se, Suite 220, Saint Petersburg, FL 33701
89
Wealthminder
score

Andrea Mullins (CRD# 2081957) is an Investment Advisor Representative working at Swm Advisors in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.