AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Michael P. Sweeney

Some features on this profile are disabled
CRD#: 1215021
MS

Professional summary


Michael Patrick Sweeney was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Michael had worked at 2 firms, which includes COMMONWEALTH ASSOCIATES, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 6, 1993 - March 25, 1997

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

January 6, 1984 - April 15, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CA
COMMONWEALTH ASSOCIATES
BRUCE-ISAAC SECURITIES CORP. | COMMONWEALTH ASSOCIATES, INC. | COMMONWEALTH ASSOCIATES

CRD#: 20833 / SEC#: , 8-38505

BD
Terminated by SEC on 02/12/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/16/1988
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COMMONWEALTH ASSOCIATES HOLDINGS, LLCDIRECT PARTNER
COMMONWEALTH MANAGEMENT LLC.GENERAL PARTNER
KARPEL, LOUIS MARTINCFO/FINOP5871925
OSULLIVAN, ROBERT ANTHONYPRESIDENT/CEO2305461
PALLOTTA, JOSEPH JOHN JRCCO3089983

Disclosures


Regulatory Event2
Arbitration10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COMMONWEALTH ASSOCIATES

CRD#: 20833

TRUST BUT VERIFY

Monitor Michael Sweeney

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics