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Patrick Adam Sweeny

Apella Wealth

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About Patrick Adam Sweeny

Patrick Adam Sweeny is a financial advisor currently registered with Apella Wealth. Patrick has been in the financial services industry for over 30 years and previously held positions at a variety of firms including R.D. White & Co., Dean Witter Reynolds Inc., Weeden & Co. L.P., A. Webster Dougherty & Co., Incorporated, and Moseley Securities Corporation. Patrick specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Patrick Sweeny is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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.

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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Patrick Sweeny’s Registration & Firm History

CT

12/15/2016 - Present

Apella Wealth (WEST HARTFORD CT)

NY

10/05/1995 - 11/27/1995

R.D. WHITE & CO., INC. (NEW YORK NY)

NY

03/02/1992 - 09/27/1993

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CT

09/19/1989 - 09/04/1991

WEEDEN & CO.L.P. (GREENWICH CT)

PA

11/21/1988 - 03/30/1989

A. WEBSTER DOUGHERTY & CO., INCORPORATED (PHILADELPHIA PA)

NY

09/10/1987 - 08/25/1988

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

03/09/1987 - 07/22/1987

MOSELEY SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 03/31/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Adam Sweeny.
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