Unclaimed Profile

Patrick Adam Sweeny

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Series 7, Series 63Clean record31 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 1490512Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Adam Sweeny · WEST HARTFORD, CT

Registration

CRD #1490512 · APELLA CAPITAL, LLC · 31 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

May 2014 – present

SYMMETRY PARTNERS

Oct 1994 – Jan 2025

GLASTONBURY, CT, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 25, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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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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