RS
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Ryan Sweeney

9 Years of Experience
Monument, CO
Broker

Ryan Sweeney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monument, CO, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

236 N Washington St, Monument, CO, 80132

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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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
March 2019 - September 2025 · 6 yrs 6 mos
Commonwealth Financial NetworkBroker
January 2019 - September 2025 · 6 yrs 8 mos
Vanguard Marketing CorporationBroker
October 2016 - November 2018 · 2 yrs 1 mo
State Registrations1 state
CO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.