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Patrick Michael Sweeney

PATRICK M. SWEENEY & ASSOCIATES, INC·LIBERTYVILLE, Illinois
Series 7, Series 63Clean record25 years registeredPATRICK M. SWEENEY & ASSOCIATES, INC
900 TECHNOLOGY WAY, LIBERTYVILLE, IL 60048CRD# 2701208Firm CRD# 112802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Sweeney · LIBERTYVILLE, IL
Registration
CRD #2701208 · PATRICK M. SWEENEY & ASSOCIATES, INC · 25 years registered
Brand Profile
Not yet started
01

Career History

PATRICK M. SWEENEY & ASSOCIATES, INC
Jan 2009 – present
PATRICK M. SWEENEY & ASSOCIATES, INC
Jul 2001 – Dec 2008
BARRINGTON, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 31, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PATRICK M. SWEENEY & ASSOCIATES, INC
CRD 112802 · SEC 801-118910
AUM
$185M
Regulatory assets under management
Employees
3
263 client accounts
Services offered by PATRICK M. SWEENEY & ASSOCIATES, INC
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 PATRICK M. SWEENEY & ASSOCIATES, INC →
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05

Frequently Asked Questions

What services does Patrick Michael Sweeney offer?
Patrick Michael Sweeney specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Patrick Michael Sweeney's credentials?
Patrick Michael Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Sweeney located?
Patrick Michael Sweeney is based in LIBERTYVILLE, Illinois, working with PATRICK M. SWEENEY & ASSOCIATES, INC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Patrick Michael Sweeney charge for services?
Patrick Michael 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 PATRICK M. SWEENEY & ASSOCIATES, INC?
PATRICK M. SWEENEY & ASSOCIATES, INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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