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Courtney Mchugh Sweeney

KKR Capital Markets LLC

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About Courtney Mchugh Sweeney

Courtney Mchugh Sweeney is a financial advisor with KKR Capital Markets LLC. Courtney has been working in the industry since 2014. Courtney is registered with FINRA and the state of New York and has been licensed since 2013. Courtney previously worked at Blackrock Investments, LLC.

Firm Information

Courtney Sweeney is currently registered with KKR Capital Markets LLC. KKR Capital Markets LLC is a Limited Liability Company that was formed on January 29, 2007. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. KKR Capital Markets is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Courtney Sweeney’s Registration & Firm History

NY

01/03/2023 - Present

KKR Capital Markets LLC (New York NY)

NY

07/25/2018 - 11/18/2022

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

NY

04/08/2013 - 04/07/2017

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Mchugh Sweeney.
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