Sheldon Douglas Sweeney
Investment adviser representative at Snider Financial Group
9 yearsExperience
1 stateRegistered in
ChFC®Designation
$549.7MFirm 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
9 years in the industry.
- Snider Financial GroupAug 2019 to now
- Penn Mutual Life Ins CoAug 2012 to now
- LPL FinancialAug 2019 to Jul 2021
- Hornor Townsend & Kent IncNov 2012 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WA).
Snider Financial Group
Legal name: Snider Retirement Strategies, Inc.
$549.7MAssets managed
515Clients
9Advisers
18 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
- 6127459
- Firm CRD
- 117392