Sean G Mcsweeney
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Davio's Northern Italian SteakhouseSep 2022 to Feb 2023
- DbarSep 2021 to Aug 2022
- Freehold Capital ManagementAug 2021 to Dec 2021
- Deuxave RestaurantMay 2021 to Aug 2022
- InstacartMay 2020 to Jun 2020
- City Spirits LiquorsMay 2020 to May 2020
- AllsaintsJul 2019 to Oct 2019
- Northeastern UniversityAug 2018 to Aug 2022
- Ted Baker LondonAug 2018 to Jul 2019
- Horse N' Carriage RestaurantOct 2017 to Aug 2018
- Bishop Feehan High SchoolSep 2014 to May 2018
- Kirkbrae Country ClubJun 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7703807
- Firm CRD
- 104555