Joseph Sweeney is a registered investment advisor, based in San Francisco, CA, with 38 years of industry experience.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is involved in several outside business activities, including business development for Cornerstone Wealth Group (full-time), serving on the advisory board for Green Visor Capital Management Company (minimal time), and acting as a general partner for Gryphon Capital Management (minimal time). He also has roles in his spouse's art advisory business, the Pacific Union Club, RRR Ventures, Strategic Project Solutions, CION, and the Preservation Hall Foundation.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.
Cornerstone Wealth
Previous Registrations
Cornerstone Wealth
Mutual Securities, INC.Broker
Cornerstone Wealth
LPL Financial LLCBroker
Gryphon Capital Management, LLC
Salomon Brothers INC.Broker
State Registrations30 states
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