Samuel Brooks Sweitzer

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2020 → 07/2021
  Aewealth Management
  Topeka, KS
• 10/2019 → 07/2020
  Sweitzer Income Planning
  Old Lyme, CT
• 01/2019 → 10/2019
  Deloitte And Touche
  Boston, MA
• 08/2014 → 11/2018
  Student
  Storrs, CT
• 04/2023 → 08/2023
  Lila's Lyme, Llc
  Niantic, CT
• 10/2019 → Present
  Sweitzer Income Planning
  Old Lyme, CT
• 05/2025 → Present
  Ae Wealth Management
  Topeka, KS

Previous Registrations

• 2020-02-10 → 2021-08-04
  Ae Wealth Management, Llc
  Old Lyme, CT

Other Businesses

1.) SWEITZER INCOME PLANNING; YES INVESTMENT RELATED; 6 JERICHO DR. OLD L YME, CT, 06371; INSURANCE SALES; FINANCIAL ADVISER; START DATE 10/2019 ; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-04

Other Names

• Sam Sweitzer