Bryan Edward Sweeney

Employer firm

Oew Investment Advisors LP CRD 338375

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Sweeney Financial Llc
  Dallas, TX
• 07/2025 → Present
  Oew Investment Advisors Lp
  Austin, TX
• 04/2016 → Present
  Bryan Sweeney Cpa Llc
  Dallas, TX

Previous Registrations

• 2009-01-02 → 2015-08-03
  Sweeney Financial, Llc
  Dallas, TX
• 2007-07-11 → 2008-08-04
  Deloitte Investment Advisors Llc
  Cincinnati, OH
• 2005-02-15 → 2005-12-21
  Morgan Stanley Dw Inc.
  Arlington, TX

Other Businesses

Mr. Sweeney is the sole owner of Sweeney Financial LLC. Sweeney Financial LLC provides non-investment related, financial consulting to business clients. Mr. Sweeney spends approximately 30% of his time each month on this business. Mr. Sweeney is also the sole owner of Bryan Sweeney CPA LLC which provides non-investment related consulting services. Bryan Sweeney CPA LLC is not a significant time commitment for Mr. Sweeney.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-24

Designations

• Chartered Financial Analyst