Eric Anthony Sweet
Investment adviser representative at Burns Matteson Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$400.4MFirm assets
24 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
Experience
11 years in the industry.
- Burns Matteson Capital Management, LLCJul 2025 to now
- Five Star BankMay 2024 to Aug 2024
- Suny BrockportAug 2022 to May 2025
- Cpp High SchoolSep 2018 to Jun 2022
- Cpp Middle SchoolSep 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Burns Matteson Capital Management, LLC
$400.4MAssets managed
199Clients
6Advisers
24 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
- 8164686
- Firm CRD
- 118315