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Patrick Adam Sweeny

Apella Wealth

West Hartford, CT

CRD 1490512

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Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-12-15
CT RA APPROVED 2014-05-16
  • TX RA
    APPROVED
    Since 2016-12-15
  • CT RA
    APPROVED
    Since 2014-05-16

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Symmetry Partners, Llc Glastonbury CT 09/1994 Present
Apella Capital, Llc Glastonbury CT 05/2014 Present
  • 09/1994 → Present
    Symmetry Partners, Llc
    Glastonbury, CT
  • 05/2014 → Present
    Apella Capital, Llc
    Glastonbury, CT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-31
  • S63 Uniform Securities Agent State Law Examination
    1987-03-31
Other Names
  • Patrick Adam Sweeney

View on SEC IAPD

Nearby Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE

Nearby Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT

More in West Hartford, CT

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