linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Edward Sweeney

Connecticut Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Edward Sweeney

Joshua Sweeney is a financial advisor who is currently registered with Connecticut Wealth Management, LLC. Joshua Sweeney is a Registered Representative (Series 7, Series 63) and Investment Advisor Representative (Series 65) with a strong track record in the financial industry, with previous affiliations at AMERIPRISE FINANCIAL SERVICES, LLC, ALPS DISTRIBUTORS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Joshua Sweeney specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities.

Firm Information

Joshua Sweeney is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

assets under advisement

Assets under advisement

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Sweeney’s Registration & Firm History

CT

03/30/2023 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

GA

07/28/2020 - 06/02/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)

NY

03/05/2012 - 08/06/2019

ALPS DISTRIBUTORS, INC. (NEW YORK NY)

FL

08/24/2011 - 10/13/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)

Not sure if Joshua Edward Sweeney is right for you?

Licenses & Designations

IA

Issued 08/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Edward Sweeney.
Not sure if Joshua Edward Sweeney is right for you?