David Kenneth Snyder
Investment adviser representative at Sweeney Financial Advisors
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Bedford 360 LLCJan 2026 to now
- Sweeney Financial AdvisorsJan 2022 to now
- Sfm, LLCNov 2021 to now
- Citizens Securities, IncSep 2016 to Nov 2021
- Citizens BankMar 2015 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, 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
- 6486383
- Firm CRD
- 116564