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Joseph Edward Sweeney

CORNERSTONE WEALTH GROUP, LLC·HUNTERSVILLE, North Carolina
Unclaimed Profile
16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 1299368Firm CRD# 289971
01

About

Joseph Edward Sweeney is a registered financial advisor based in HUNTERSVILLE, North Carolina, affiliated with CORNERSTONE WEALTH GROUP, 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
03

Firm Overview

Firm
CORNERSTONE WEALTH GROUP, LLC
CORNERSTONE WEALTH
AUM
$1.3B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at CORNERSTONE WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Regulatory
SEC/IARD CRD# 1299368
Firm CRD# 289971
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Edward Sweeney offer?
Joseph Edward Sweeney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.
What are Joseph Edward Sweeney's credentials?
Joseph Edward Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Edward Sweeney located?
Joseph Edward Sweeney is based in HUNTERSVILLE, North Carolina, working with CORNERSTONE WEALTH GROUP, LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.
How does Joseph Edward Sweeney charge for services?
Joseph Edward Sweeney's firm is compensated through percentage of aum, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE WEALTH GROUP, LLC?
CORNERSTONE WEALTH GROUP, LLC has approximately 50 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNTERSVILLE
Theodore Ellis Ake — WILLINGDON WEALTH MANAGEMENT LLCCraig Alan Rubrecht — CORNERSTONE WEALTH GROUP, LLCBrian Todd Needleman — CORNERSTONE WEALTH GROUP, LLCJeffrey Alan Carbone — CORNERSTONE WEALTH GROUP, LLCLewis Michael Kayes — WILLINGDON WEALTH MANAGEMENT LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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