Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial_advisor professionals in Wellesley Hills.
We verify your phone before sharing it — no spam.
Gerald Walter Sweeney is a financial_advisor professional located in Wellesley Hills, MA. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
Gerald Walter Sweeney - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
Looking for a financial_advisor professional in Wellesley Hills, MA? Contact Gerald Walter Sweeney to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
How much does financial_advisor cost in Wellesley Hills, MA?
View 2026 pricing guide with cost breakdowns and local data
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Gerald Walter Sweeney - Merrill Lynch, Pierce, Fenner & Smith Incorporated will respond directly.
Gerald Walter Sweeney is a financial advisor based in Wellesley Hills, Massachusetts, operating through Merrill Lynch, Pierce, Fenner & Smith Incorporated. With 24 years in the financial services industry, Sweeney brings extensive experience to client relationships. His practice is registered with FINRA under CRD #2888968, ensuring compliance with industry regulatory standards. Sweeney works with clients seeking professional financial guidance and portfolio management services within the framework of a major institutional brokerage firm.
Gerald Walter Sweeney holds a FINRA CRD (Central Registration Depository) license number, which identifies him as a registered representative in the securities industry. This registration indicates he has passed required examinations and meets FINRA's qualification standards to conduct securities transactions and provide investment advice. The CRD system maintains his disciplinary history and registration status, providing transparency about his standing with the Financial Industry Regulatory Authority. This oversight ensures he operates within established rules governing broker-dealers and investment professionals.