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Evan Patrick Sweeney

Ironwood Investment Counsel, LLC

Scottsdale, AZ

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Current Employers
Ironwood Investment Counsel, Llc

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-20
  • AZ RA
    APPROVED
    Since 2024-09-20

Branch Locations

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Vancouver WA 12/2018 06/2022
Blackrock Princeton NJ 08/2017 10/2018
Lehigh University Bethlehem PA 08/2013 06/2017
Fisher Investments Vancouver WA 06/2022 10/2023
Domain Money Vancouver WA 11/2023 03/2024
Unemployed Scottsdale AZ 03/2024 07/2024
Ironwood Investment Counsel Scottsdale AZ 07/2024 Present
  • 12/2018 → 06/2022
    Fisher Investments
    Vancouver, WA
  • 08/2017 → 10/2018
    Blackrock
    Princeton, NJ
  • 08/2013 → 06/2017
    Lehigh University
    Bethlehem, PA
  • 06/2022 → 10/2023
    Fisher Investments
    Vancouver, WA
  • 11/2023 → 03/2024
    Domain Money
    Vancouver, WA
  • 03/2024 → 07/2024
    Unemployed
    Scottsdale, AZ
  • 07/2024 → Present
    Ironwood Investment Counsel
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-22
  • S65 Uniform Investment Adviser Law Examination
    2021-11-22
Designations

View on SEC IAPD

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IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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