Ryan Sweeney, financial advisor Monument CO

Ryan Sweeney

CRD Number: 6705874
Current Firm: Commonwealth Financial Network

Ryan Sweeney (CRD# 6705874) is an Investment Advisor Representative working at Commonwealth Financial Network in Monument, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lang Investment Services Monument, CO Jan 2019 - Current 2
Commonwealth Financial Network Waltham, MA Jan 2019 - Current 2
The Vanguard Group, Inc. Scottsdale, AZ Sep 2016 - Nov 2018 2
Cornell College Mt. Vernon, IA Aug 2012 - Jun 2016 3
Rbc Wealth Management Wayzata, MN Jun 2014 - Aug 2014 < 1
City Of Fallon Fallon, NV Feb 2010 - Aug 2012 2
Lance Johnson Inc. Reno, NV Jan 2008 - Aug 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Ryan P. Sweeney
Phone Number: 781-736-0700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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