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Sean B. Sweeney

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CRD#: 6480431
SS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sean Brandon Sweeney, who also goes by Brandon Sean Sweeney, was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 2015. Sean had worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brandon Sean Sweeney

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

June 1, 2015 - June 27, 2019

STEBEN & COMPANY, LLC

BD
CRD#: 117808
GAITHERSBURG, MD

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
S&
STEBEN & COMPANY, LLC
STEBEN & COMPANY, INC. | STEBEN & COMPANY, LLC

CRD#: 117808 / SEC#: 801-64686, 8-53614

RIA
Registered Investment Advisory firm - SEC (9/13/2005 Approved)
BD
Terminated by SEC on 02/06/2021

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 6/1/2015
Operations Professional Examination

Current Firm


S&
STEBEN & COMPANY, LLC
STEBEN & COMPANY, INC. | STEBEN & COMPANY, LLC

CRD#: 117808 / SEC#: 801-64686, 8-53614

RIA
Registered Investment Advisory firm - SEC (9/13/2005 Approved)
BD
Terminated by SEC on 02/06/2021
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Contact information


Main Address
687 Excelsior Blvd., Excelsior, MN 55331
Mailing Address
687 Excelsior Blvd., Excelsior, MN 55331
Phone number
(952) 767-6900
Established
Maryland since 10/31/2019
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees
8

Documents


Latest Form ADV

Part 2 Brochures

STEBEN & CO LLC PART II 2025 (3/19/2025)

Direct owners and executive officers


NamePositionCRD#
KINZIE, KEVIN MICHAELCEO CCO4384324

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 108,117,452

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


STEBEN & COMPANY, LLC

CRD#: 117808

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