Joseph Sweeney (CRD# 1299368) is an Investment Advisor Representative working at Cornerstone Wealth in San Francisco, CA and has over 39 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Mar 2021 - Current | 3 |
| Cornerstone Wealth Group, LLC | San Francisco, CA | Jan 2018 - Current | 6 |
| Mutual Securities, Inc. | Camarillo, CA | Nov 2017 - May 2019 | 1 |
| Cornerstone Financial Advisors | San Francisco, CA | Sep 2014 - Dec 2017 | 3 |
| Lpl Financial LLC | San Francisco, CA | Sep 2014 - Oct 2017 | 3 |
| Gryphon Capital Management, LLC | Napa, CA | Feb 1995 - Sep 2014 | 19 |
| Lpl Financial | Cornelius, NC | Jul 2014 - Aug 2014 | < 1 |
| Jsrg Capital Management LLC | San Francisco, CA | Jan 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- CA
-
Total Assets Under Management1,293MILLIONS
-
Total Number of Accounts2,093ACCOUNTS
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Average Account Value$617,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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