Patrick Sweeny, financial advisor Glastonbury, Ct CT

Patrick Sweeny

CRD Number: 1490512
Current Firm: Symmetry Partners

Patrick Sweeny (CRD# 1490512) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, Ct, CT and has over 34 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Apella Capital, LLC Glastonbury, CT May 2014 - Current 7
Symmetry Partners, LLC Glastonbury, CT Sep 1994 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
Contact Info for Patrick A. Sweeny
Phone Number: 860-734-2000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    5,735
    MILLIONS
  • Total Number of Accounts
    15,463
    ACCOUNTS
  • Average Account Value
    $370,885
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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