Shane Michael Sweigart

Current Employers

Employment History

• 09/2014 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → Present
  Mcadam Llc
  Philadelphia, PA
• 01/2023 → Present
  Sweigart Financial
  Horhsam, PA
• 01/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2009-04-21 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: Annuities and Insurance; Duties: Financial Advisor, Senior Vice-President; Start Date: 10/2014; 80 Hours: 20 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 10/2014; Hours Per Week: As Needed 3. Name: SK & Associates, LLC; Investment Related: No; Address: 149 East Street, Philadelphia, PA 19128; Nature of Business: This is a holding company for our real estate properties; Duties: Partner, 50% Owner; Start Date: 01/2016; Hours Per Week: 2 Hours. 4. Name: Sweigart Financial LLC; Investment Related: Yes; Address: 502 Barrington Street, Horsham, PA 19044; Nature of Business: This is a LLC for which we pay ourselves through all commission from McAdam; Duties: Partner, 50% Owner, This is set up to pay our commission from McAdam; Start Date: 01/2022; Hours Per Week: 40-50 Hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-18
• S63 Uniform Securities Agent State Law Examination
  2008-12-01

Designations

Other Names

• Shane Michael Sweigart
• Shane Sweigart