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BS

Bryan E. Sweeney

OEW INVESTMENT ADVISORS LP
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 4433473
BS

Professional summary

Bryan Edward Sweeney is a registered financial advisor currently at OEW INVESTMENT ADVISORS LP located in Austin, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bryan has worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Bryan Edward Sweeney's CRS (Customer Relationship Summary).

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

Current

April 28, 2026 - Present

OEW INVESTMENT ADVISORS LP

Office #1: 108 Wild Basin Rd S Suite 250, Austin, TX 78746
RIA
CRD#: 338375
AUSTIN, TX
Past

January 2, 2009 - August 3, 2015

SWEENEY FINANCIAL, LLC

RIA
CRD#: 148855
DALLAS, TX
Past

July 11, 2007 - August 4, 2008

DELOITTE INVESTMENT ADVISORS LLC

RIA
CRD#: 104593
CINCINNATI, OH
Past

February 15, 2005 - December 21, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ARLINGTON, TX
Past

January 5, 2005 - December 21, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/1/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2005
General Securities Representative Examination

Current Firm

OI
OEW INVESTMENT ADVISORS LP
OEW INVESTMENT ADVISORS LP

CRD#: 338375 / SEC#: 801-134553

RIA
Registered Investment Advisory firm - (11/17/2025 120-Day Approval)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
108 Wild Basin Rd S Suite 250, Austin, TX 78746
Mailing Address
Phone number
(682) 427-0250
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

OEW ADVISORS FORM ADV PART 2A BROCHURE (9/17/2025)

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

OEW INVESTMENT ADVISORS LP

CRD#: 338375Austin, TX 78746

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