Samuel Brooks Sweitzer
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 fee
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
12 years in the industry.
- Ae Wealth Management, LLCMay 2025 to now
- Sweitzer Income PlanningOct 2019 to now
- Lila's Lyme, LLCApr 2023 to Aug 2023
- Aewealth ManagementFeb 2020 to Jul 2021
- Deloitte and ToucheJan 2019 to Oct 2019
- StudentAug 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7226804
- Firm CRD
- 282580