CFA

Bryan Sweeney

Austin, TX

View SEC Summary

Bryan Sweeney is a CFA-designated registered investment advisor, based in Austin, TX.

Location

108 Wild Basin Rd S, Suite 250, Austin, TX, 78746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Previous Registrations

Oew Investment Advisors LP

April 2026 - October 2026 · 6 mos

Sweeney Financial, LLC

January 2009 - August 2015 · 6 yrs 7 mos

Deloitte Investment Advisors LLC

July 2007 - August 2008 · 1 yr 1 mo

Morgan Stanley

February 2005 - December 2005 · 10 mos

Exams

No exam information available for this advisor.

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