Sweeney Financial Advisors

Overview

Sweeney Financial Advisors is an SEC registered investment adviser based in Bedford, NH, registered since 2014. It reports $403M in assets under management across 806 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$403M

Discretionary

100%

Accounts

806

Average account

$5K

Employees

6

Advisory reps

6

Registered since

2014

Jurisdictions

6

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Glenn Patrick Sweeney President, Managing Partner, Chief Compliance Officer CRD 3073912
• Christopher John June Partner, Chief Investment Officer CRD 6023112
• David Kenneth Snyder Partner, Wealth Advisor CRD 6486383

Advisory reps 3 of 6

• Travis Jason Broadhurst Investment Adviser Rep CRD 7022867
• Samuel Gallagher Graham Investment Adviser Rep CRD 7882589
• Christopher John June Investment Adviser Rep CRD 6023112

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

360 Route 101 Ste 10
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: sfmllc.net

Every state, with registration dates

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