Unclaimed Profile

Patrick Adam Sweeny

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Clean recordAPELLA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

APELLA CAPITAL, LLC

APELLA WEALTH

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at APELLA CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.

Regulatory

SEC/IARD CRD# 1490512

Firm CRD# 171106

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →