Eric Carl dean Sweeney
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
4 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2026 to now
- Raymond James Financial Services Advisor, Inc.Apr 2026 to now
- Raymond James Financial Services, Inc.Apr 2026 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Apr 2026
- Steward Partners Global Advisory LLCApr 2017 to Apr 2026
- Steward Partners Investment Advisory, LLCApr 2017 to Apr 2026
- Raymond James Financial Services, Inc.Apr 2017 to May 2022
- Worcester Holdings LLCApr 2017 to Jul 2019
- Wells Fargo Clearing Services, LLCAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NE, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6693530
- Firm CRD
- 149018