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Samuel Gallagher Graham

Sweeney Financial Advisors

Bedford, NH

CRD 7882589

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Employer firm

Sweeney Financial Advisors CRD 116564

$403M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sweeney Financial Advisors

360 Route 101 Suite 10, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-03-05
  • NH RA
    APPROVED
    Since 2024-03-05

Branch Locations

360 Route 101 Suite 10, Bedford, NH 03110 • 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
Sfm, Llc Manchester NH 06/2015 02/2024
Sfm, Llc Manchester NH 02/2024 Present
Townsend Hospitality Manchester NH 05/2018 Present
  • 06/2015 → 02/2024
    Sfm, Llc
    Manchester, NH
  • 02/2024 → Present
    Sfm, Llc
    Manchester, NH
  • 05/2018 → Present
    Townsend Hospitality
    Manchester, NH
Other Businesses

Mr. Graham purchased rental property on June 30, 2022 located at 62 Rand Street, Manchester, NH 03109; as rental manager his duties are general maintenance of common areas; he spends approximately fifteen hours per month outside of trading hours on activities related to this rental property. Mr. Graham is a valet for Townsend Hospitality, 149 Hanover Street, Manchester, NH 03101; he began in May of 2018; his duties are to park cars and greet customers; he does not spend any time during trading hours on this activity.

Designations
  • Certified Financial Planner

View on SEC IAPD

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