Unclaimed Profile

Stacie Ann Sweeney

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut

Clean recordRETIREMENT DESIGN & MANAGEMENT INC

1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 2064120Firm CRD# 106067

Profile Verification

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

Identity

Stacie Ann Sweeney · WESTPORT, CT

Registration

CRD #2064120 · RETIREMENT DESIGN & MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stacie Ann Sweeney is a registered financial advisor based in WESTPORT, Connecticut, affiliated with RETIREMENT DESIGN & MANAGEMENT INC. 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

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Firm Overview

Firm

RETIREMENT DESIGN & MANAGEMENT INC

AUM

$599M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RETIREMENT DESIGN & MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2064120

Firm CRD# 106067

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacie Ann Sweeney offer?

Stacie Ann Sweeney specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Stacie Ann Sweeney's credentials?

Stacie Ann Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacie Ann Sweeney located?

Stacie Ann Sweeney is based in WESTPORT, Connecticut, working with RETIREMENT DESIGN & MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Stacie Ann Sweeney charge for services?

Stacie Ann Sweeney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT DESIGN & MANAGEMENT INC?

RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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