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David James Sweeney

CHATHAM INVESTMENT ADVISORS, LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 6092827Firm CRD# 158802
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About

David James Sweeney is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with CHATHAM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
CHATHAM INVESTMENT ADVISORS, LLC
CHATHAM INVESTMENT ADVISORS, LLC
AUM
$698M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHATHAM INVESTMENT ADVISORS, LLC →
Services
Selection of other advisers
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6092827
Firm CRD# 158802
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Sweeney offer?
David James Sweeney specializes in Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are David James Sweeney's credentials?
David James Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Sweeney located?
David James Sweeney is based in KENNETT SQUARE, Pennsylvania, working with CHATHAM INVESTMENT ADVISORS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does David James Sweeney charge for services?
David James 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 CHATHAM INVESTMENT ADVISORS, LLC?
CHATHAM INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENNETT SQUARE
Matthew Todd O'leary — CHATHAM INVESTMENT ADVISORS, LLCMichael Steven Demarco — CHATHAM INVESTMENT ADVISORS, LLCMatthew Paul Henry — UNION SQUARE CAPITAL PARTNERS, LLCMary Kelly Ziegler — UNION SQUARE CAPITAL PARTNERS, LLCJ Michael Bontrager — CHATHAM INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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