Brendan Sweeney is a registered investment advisor at Stocklift, based in New Canaan, CT. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
StockLift Incorporated offers investment advice through a subscription service. Subscription plans range from $5.99 to $39.99 per month, depending on the features and reports selected. Clients can cancel at any time, with cancellation effective at the end of the current billing period. StockLift does not manage client assets directly.
Location
New Canaan, CT
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Stocklift
State Registrations1 state
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.