Kyle Sweeney
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab Bank, SsbAug 2026 to now
- Charles Schwab & Co., Inc.May 2025 to now
- Fidelity InvestmentsJun 2024 to May 2025
- CitiFeb 2023 to Jun 2024
- Bank of AmericaFeb 2022 to Feb 2023
- D1 Sports TrainingMay 2021 to Feb 2022
- Gold's GymSep 2020 to May 2021
- FedexSep 2020 to Oct 2020
- D1 Sports TrainingAug 2019 to Sep 2020
- The Perfect MoundAug 2018 to Aug 2019
- Crosswinds Golf CourseMay 2017 to May 2018
- WalgreensFeb 2016 to May 2017
- Philly WagonApr 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7948224
- Firm CRD
- 5393