Sheldon Sweeney

from Snider Financial Group
SEC regulated
Regulated Investment Advisor
Sheldon Sweeney is a financial advisor based in Washington, Bellevue, with 12 years of experience. Sheldon currently works for Snider Financial Group. Sheldon 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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Sheldon Sweeney works at Snider Financial Group
Snider Financial Group is a financial advisory firm based in Bellevue, Washington. It currently has approximately $268,623,420 of assets under management and employs about 11 people. Snider Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
12505 Bel-red Road, Suite 200, Bellevue, Washington, 98005

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