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Tobey Sweezy

COOPER/HAIMS ADVISORS, LLC·VICTOR, New York
Unclaimed Profile
1501 PITTSFORD VICTOR RD., VICTOR, NY 14564CRD# 6309506Firm CRD# 124122
01

About

Tobey Sweezy is a registered financial advisor based in VICTOR, New York, affiliated with COOPER/HAIMS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COOPER/HAIMS ADVISORS, LLC
COOPER/HAIMS ADVISORS, LLC
AUM
$853M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at COOPER/HAIMS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6309506
Firm CRD# 124122
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tobey Sweezy offer?
Tobey Sweezy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.
What are Tobey Sweezy's credentials?
Tobey Sweezy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tobey Sweezy located?
Tobey Sweezy is based in VICTOR, New York, working with COOPER/HAIMS ADVISORS, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Tobey Sweezy charge for services?
Tobey Sweezy'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 COOPER/HAIMS ADVISORS, LLC?
COOPER/HAIMS ADVISORS, LLC has approximately 14 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VICTOR
John Paul Harnish — PROSPERITY ADVISORY GROUP LLCJared Haims — COOPER/HAIMS ADVISORS, LLCRobert P. Yawman — COOPER/HAIMS ADVISORS, LLCRichard Thomas Bentley — COOPER/HAIMS ADVISORS, LLCKathryn Jane Meredith — MEREDITH KATHRYN JANE
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