Miguel Biamon, financial advisor Newtown Square PA

Miguel Biamon

CRD Number: 3129143
Current Firm: Newsquare Capital, LLC

Miguel Biamon (CRD# 3129143) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Newsquare Capital Newtown Square, PA Jul 2018 - Current 5
Blue Bell Private Wealth Management Blue Bell, PA Jun 2016 - Jun 2018 2
Cresap Inc. Radnor, PA Jan 2011 - Jun 2016 5
The Bryn Mawr Trust Company Bryn Mawr, PA Feb 2003 - Jun 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Miguel L. Biamon
Phone Number: 610-325-6117
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,559
    MILLIONS
  • Total Number of Accounts
    3,636
    ACCOUNTS
  • Average Account Value
    $428,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CT, DE, FL, IL, LA, MA, MD, NC, NE, NJ, NY, OH, PA, SC, TX, VA

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