Connor Bartlett Sweeney
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm 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 assetsFixed 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.
- Truist Advisory Services, Inc.Oct 2024 to now
- Truist Investment Services, Inc.Oct 2024 to now
- State Farm Vp Management Corp.May 2023 to Aug 2024
- Tom Pearson Insurance AgencyApr 2023 to Aug 2024
- Parkland Securities, LLCMar 2022 to Mar 2023
- SpcMar 2022 to Mar 2023
- UnemployedMar 2021 to Mar 2022
- Southeastern Distributors Inc.Jul 2020 to Mar 2021
- Canterbury EnterprisesNov 2019 to Jul 2020
- Kreggers At HandJun 2018 to Sep 2019
- Legends Bar and GrilleMay 2018 to Jun 2018
- Kickback JacksMar 2017 to Apr 2018
- Bjs BrewhouseOct 2016 to Mar 2017
- Brickhouse TavernJul 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 7417633
- Firm CRD
- 283390