Sheldon D. Sweeney
Professional summary
Sheldon Douglas Sweeney, ChFC®, who also goes by Sheldon Sweeney, is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.
Sheldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sheldon has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sheldon Douglas Sweeney's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2023 - Present
SNIDER FINANCIAL GROUP
Office #1: 12505 Bel-red Rd Suite 200, Bellevue, WA 98005August 21, 2019 - December 31, 2022
SNIDER FINANCIAL GROUP
August 1, 2019 - July 12, 2021
LPL FINANCIAL LLC
February 26, 2014 - August 5, 2019
HORNOR, TOWNSEND & KENT, LLC
February 26, 2013 - August 5, 2019
HORNOR, TOWNSEND & KENT, LLC
Primary Firm SEC Registration
SNIDER FINANCIAL GROUP
CRD#: 117392 / SEC#: 801-69025
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2023)
Exams
Current Firm
SNIDER FINANCIAL GROUP
CRD#: 117392 / SEC#: 801-69025
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,396 |
| AUM (Assets Under Management) | $ 500,674,906 |
Red Flags
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