Robert Sweeney
Robert Sweeney is a registered investment advisor at Park Avenue Securities LLC, based in Addison, TX, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
15303 North Dallas Parkway Tower Ii, Suite 550, Addison, TX, 75001
Get directionsHistory
Regulatory History (6)
Judgment / Lien
September 2013Judgment / Lien
December 2012Judgment / Lien
May 2011Judgment / Lien
July 2007Judgment / Lien
October 2003Judgment / Lien
July 2003Other Business ActivitiesSells Insurance
Robert is contracted with outside insurance providers to provide resources unavailable to clients through Guardian, dedicating a few hours per week to this activity. He is also the President of Roehampton Court Homeowners Association, spending minimal time per month on this role.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Allstate Financial Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Spectrum Strategies, L.L.C.
MML Investors Services, INC.
MML Investors Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
A. G. Edwards & Sons, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Oppenheimer & CO., INC.Broker
Shearson Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Texvest Securities CorporationBroker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
State Registrations3 states
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.