Brian
Sweeney
Cadaret, Grant & Co., Inc
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About this Advisor
Brian Sweeney is a financial advisor based in Wayne, New Jersey, working with Cadaret, Grant & Co., Inc. Brian has previously held positions at Law Office Of Brian P. Sweeney, David A. Noyes & Company, Thurston Springer Miller Herd & Titak, Inc, Thurston Springer Advisors, Rnd Compliance, Ebisu Securities Inc, Ministry Partners Securities, LLC, Plato's Philosophy, Capconnect+, Opal Securities, Inc, Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Brian is part of Cadaret, Grant & Co., Inc, which operates out of Wayne, New Jersey. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Sweeney Work History
Honey Badger Investment Securities, LLC
Cadaret, Grant & Co., Inc
Rnd Compliance
Ebisu Securities Inc
Ministry Partners Securities, LLC
Opal Securities, Inc
Law Office Of Brian P. Sweeney
Capconnect+
Plato'S Philosophy
Thurston Springer Advisors
Thurston Springer Miller Herd & Titak, Inc
David A. Noyes & Company
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 Cadaret Grant & Co Inc
White Plains, NY
Knoxville, TN
New York, NY
Toledo, OH
Buffalo, NY
Glastonbury, CT
Hornell, NY
Syracuse, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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