Unclaimed Profile

Robert Martin Sweeney

LINCOLN FINANCIAL SECURITIES CORPORATION·FORT WAYNE, Indiana

SIE, Series 7, Series 9, Series 10, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record24 years registeredLINCOLN FINANCIAL SECURITIES CORPORATION

1300 SOUTH CLINTON STREET, FORT WAYNE, IN 46802CRD# 1322896Firm CRD# 3870

Profile Verification

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

Identity

Robert Martin Sweeney · FORT WAYNE, IN

Registration

CRD #1322896 · LINCOLN FINANCIAL SECURITIES CORPORATION · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINCOLN FINANCIAL SECURITIES CORPORATION

WELLS FARGO ADVISORS

Jan 2023 – Nov 2024

PHILADELPHIA, PA

LINCOLN FINANCIAL SECURITIES CORPORATION

Jun 2016 – Feb 2022

PHILADELPHIA, PA

JANNEY MONTGOMERY SCOTT LLC

Aug 2008 – Jan 2015

NEW HAVEN, CT

RBC DAIN RAUSCHER INC.

May 2002 – Mar 2007

SHREWSBURY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSAIC FS, INC.

CRD 3870 · SEC 801-23151

AUM

$4.5B

Regulatory assets under management

Employees

655

21,454 client accounts

Services offered by OSAIC FS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OSAIC FS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Martin Sweeney offer?

Robert Martin Sweeney specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Martin Sweeney's credentials?

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

Where is Robert Martin Sweeney located?

Robert Martin Sweeney is based in FORT WAYNE, Indiana, last registered with LINCOLN FINANCIAL SECURITIES CORPORATION.

How does Robert Martin Sweeney charge for services?

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

How large is LINCOLN FINANCIAL SECURITIES CORPORATION?

LINCOLN FINANCIAL SECURITIES CORPORATION has approximately 655 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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