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Patrick Adam Sweeny

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut
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65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 1490512Firm CRD# 171106
01

About

Patrick Adam Sweeny is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with APELLA CAPITAL, LLC. 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
APELLA CAPITAL, LLC
APELLA WEALTH
AUM
$3.3B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at APELLA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.
Regulatory
SEC/IARD CRD# 1490512
Firm CRD# 171106
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Adam Sweeny offer?
Patrick Adam Sweeny specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Patrick Adam Sweeny's credentials?
Patrick Adam Sweeny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Adam Sweeny located?
Patrick Adam Sweeny is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Patrick Adam Sweeny charge for services?
Patrick Adam Sweeny's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APELLA CAPITAL, LLC?
APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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