MS
Matthew Sweeney
from William Joseph Capital Management, Inc.
Matthew Sweeney is a financial advisor based in Connecticut, Bristol,
with 15 years of experience. Matthew currently works for
William Joseph Capital Management, Inc..
Matthew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Sweeney works at William Joseph Capital Management, Inc.
William Joseph Capital Management, Inc. is a financial advisory firm based in Bristol, Connecticut. It currently has approximately $201,251,887 of assets under management and employs about 16 people. William Joseph Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and selection of other advisers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and selection of other advisers
Office location
210 Red Stone Hill Road, Suite 5, Bristol, Connecticut, 6010
Advisor can help with
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