Evan Patrick Sweeney
Investment adviser representative at Ironwood Investment Counsel, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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 assets
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.
- Ironwood Investment Counsel, LLCJul 2024 to now
- UnemployedMar 2024 to Jul 2024
- Domain MoneyNov 2023 to Mar 2024
- Fisher InvestmentsDec 2018 to Oct 2023
- BlackrockAug 2017 to Oct 2018
- Lehigh UniversityAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ironwood Investment Counsel, LLC
$1.8BAssets managed
554Clients
13Advisers
25 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
- 6641332
- Firm CRD
- 110623