Glenn Patrick Sweeney
Investment adviser representative at Sweeney Financial Advisors
28 yearsExperience
2 statesRegistered in
CFADesignation
$403.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Bedford 360 LLCJan 2026 to now
- Sweeney Financial AdvisorsJun 2012 to now
- Sfm, LLCJul 1998 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
Sweeney Financial Advisors
Legal name: Sfm, LLC
$403.2MAssets managed
258Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3073912
- Firm CRD
- 116564