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Charles K. Sweeney

STAAR FINANCIAL ADVISORS INC·PITTSBURGH, Pennsylvania
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604 MCKNIGHT PARK DRIVE, PITTSBURGH, PA 15237CRD# 4347687Firm CRD# 110061
01

About

Charles K. Sweeney is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with STAAR FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STAAR FINANCIAL ADVISORS INC
STAAR FINANCIAL ADVISORS INC
AUM
$38M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STAAR FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RELATED PERSONS MAY RECEIVE COMMISSIONS FROM PRODUCT SALES
Regulatory
SEC/IARD CRD# 4347687
Firm CRD# 110061
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles K. Sweeney offer?
Charles K. Sweeney specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Charles K. Sweeney's credentials?
Charles K. Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles K. Sweeney located?
Charles K. Sweeney is based in PITTSBURGH, Pennsylvania, working with STAAR FINANCIAL ADVISORS INC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Charles K. Sweeney charge for services?
Charles K. Sweeney's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: related persons may receive commissions from product sales. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAAR FINANCIAL ADVISORS INC?
STAAR FINANCIAL ADVISORS INC has approximately 3 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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