SWEENEY FINANCIAL ADVISORS of BEDFORD, NH is an SEC-registered investment adviser (CRD 116564). Regulatory assets under management: $403.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Glenn Patrick Sweeney | PRESIDENT/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Christopher John June | PARTNER, CHIEF INVESTMENT OFFICER | — |
| David Kenneth Snyder | PARTNER, WEALTH ADVISOR | — |
| SWEENEY GLENN P | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SWEENEY MICK PATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT/MANAGING MEMBER; PRESIDENT/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| JUNE CHRISTOPHER JOHN | PARTNER; PARTNER, CHIEF INVESTMENT OFFICER | — |
| SNYDER DAVID KENNETH | PARTNER, WEALTH ADVISOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |