MK
Matthew Kent Swaim
CRD 6897938
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Advisory Research Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Advisory Research Inc
Chairman, Chief Executive Officer, And Director · Less than 5% · Nov 2024
-
Advisory Research Inc
Shareholder · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗