Eric
Sweeney
Steward Partners Investment Advisory, LLC
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About this Advisor
Eric Sweeney is a financial advisor based in Boston, Massachusetts, working with Steward Partners Investment Advisory, LLC. Eric has previously held positions at Wells Fargo Advisors, LLC, Home Depot, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Worcester Holdings LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Global Advisory LLC. Eric has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, Nebraska, and Texas. Currently, Eric is part of Steward Partners Investment Advisory, LLC, which operates out of Boston, Massachusetts. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Eric Sweeney Work History
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory LLC
Raymond James Financial Services, Inc
Worcester Holdings LLC
Wells Fargo Advisors, LLC
Home Depot
Disclosures
Please visit the SEC profile of Eric 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 Steward Partners Investment Advisory, LLC
New York, NY
Dallas, TX
New York, NY
Clearwater, FL
New York, NY
Land O Lakes, FL
Dallas, TX
New York, NY
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