Erin Sweeney (CRD# 7793587) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
CRD# 4074136
Lpl Financial LLC
CRD# 4730451
Ibn Financial Services, Inc.
CRD# 6930817
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Potsdam, NY | Aug 2023 - Current | < 1 |
| Claxton Hepburn Medical Center | Ogdensburg, NY | Nov 2019 - Aug 2023 | 3 |
| Canton Animal Clinic | Canton, NY | Mar 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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