Kyle Sweeney
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Sweeney is an investment adviser representative with Charles Schwab & Co., Inc. in Cincinnati, OH, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kentucky.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kentucky
- Broker:
2 states and territories
Kentucky, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJun 2024 – May 2025Covington, KY
- CitiFeb 2023 – Jun 2024Florence, KY
- Bank of AmericaFeb 2022 – Feb 2023Cincinnati, OH
- D1 Sports TrainingMay 2021 – Feb 2022Hebron, KY
- Gold's GymSep 2020 – May 2021Knoxville, TN
- FedexSep 2020 – Oct 2020Knoxville, TN
- D1 Sports TrainingAug 2019 – Sep 2020Knoxville, TN
- The Perfect MoundAug 2018 – Aug 2019Fenton, MO
- Crosswinds Golf CourseMay 2017 – May 2018Bowling Green, KY
- WalgreensFeb 2016 – May 2017Bowling Green, KY
- Philly WagonApr 2011 – Aug 2019Sauget, IL
- Charles Schwab & Co., Inc.May 2025 – no end date reportedCincinnati, OH
- Charles Schwab Bank, SSBAug 2026 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Cincinnati, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Sweeney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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