Joshua Edward Sweeney
Investment adviser representative at Connecticut Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Connecticut Wealth Management, LLCFeb 2023 to now
- CharterupJun 2022 to Feb 2023
- Ameriprise Financial Services, LLCJul 2020 to Jun 2022
- Procarian Wealth AdvisorsJul 2020 to May 2022
- CharterupFeb 2020 to Jul 2020
- Pathfinder Wealth ConsultingAug 2019 to Feb 2020
- Alps Distributors, Inc.Feb 2012 to Aug 2019
- Water Island CapitalFeb 2012 to Aug 2019
- Water Island Capital - the Arbitrage FundsFeb 2012 to Aug 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
Connecticut Wealth Management, LLC
$4.5BAssets managed
1,517Clients
50Advisers
14 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
- 5951845
- Firm CRD
- 154310