Brian
Sweeney
Plato'S Philosophy, LLC
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About this Advisor
Brian Sweeney is a financial advisor based out of Ventura, California who has 1 year of relevant experience. Sweeney works at Plato'S Philosophy, LLC. Over the course of their career, Sweeney has held roles at Trustmont Financial Group, Law Office Of Brian P. Sweeney, Thurston Springer Advisors, Rnd Compliance, Ebisu Securities Inc, Ministry Partners Securities, LLC, Plato'S Philosophy, Capconnect+, Thurston Springer Miller Herd & Titak, Inc and David A. Noyes & Company. Sweeney holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Plato'S Philosophy, LLC is a registered investment business based out of Ventura, CA. It has $23 million in assets between its one client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Plato's Philosophy, Llc offers portfolio management for investment companies. Financial management fees typically vary depending on which services are provided. Fee types billed by Plato'S Philosophy, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plato'S Philosophy, LLC Brokerage Details
$23,044,000
3
1
$23,044,000
Investment Advisory Services
- Portfolio management for investment companies
Brian Sweeney Work History
Brian has been registered as a financial advisor for 1 years.*
Rnd Compliance
Ebisu Securities Inc
Ministry Partners Securities, LLC
Plato'S Philosophy
Law Office Of Brian P. Sweeney
Capconnect+
Thurston Springer Advisors
Thurston Springer Miller Herd & Titak, Inc
David A. Noyes & Company
Trustmont Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Sweeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plato'S Philosophy, LLC
Ventura, CA
Ventura, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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