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Matthew Thomas Sweeney

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.·BRISTOL, Connecticut
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210 RED STONE HILL ROAD, BRISTOL, CT 06010CRD# 5705171Firm CRD# 226535
01

About

Matthew Thomas Sweeney is a registered financial advisor based in BRISTOL, Connecticut, affiliated with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
AUM
$270M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 5705171
Firm CRD# 226535
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Thomas Sweeney offer?
Matthew Thomas Sweeney specializes in Financial Planning, Investment Management. Contact their office in BRISTOL, Connecticut for a consultation.
What are Matthew Thomas Sweeney's credentials?
Matthew Thomas Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Sweeney located?
Matthew Thomas Sweeney is based in BRISTOL, Connecticut, working with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Matthew Thomas Sweeney charge for services?
Matthew Thomas Sweeney's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.?
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. has approximately 19 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRISTOL
Walter Russell Costenbader — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.David Arthur Rioux — RIOUX & COMPANY, LLCJustin Karl Bolmgren — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Joseph Elzie Goss — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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