Travis Jason Broadhurst
Investment Adviser Representative at Sweeney Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Travis Jason Broadhurst is an investment adviser representative with Sweeney Financial Advisors in Bedford, NH, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including SCS Capital Management LLC and LAKE Street Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Hampshire.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire
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.
- Essential Planning, LLCSep 2018 – Mar 2021Portsmouth, NH
- Eastern BankNov 2017 – Sep 2018Dover, NH
- Robert HalfSep 2017 – Nov 2017Portsmouth, NH
- UnemployedAug 2017 – Sep 2017Newton, NH
- Service Credit UnionJun 2016 – Aug 2017Portsmouth, NH
- LAKE Street Advisors Group, LLCApr 2021 – Feb 2025Portsmouth, NH
- SCS Capital Management LLCMar 2025 – Jun 2026Portsmouth, NH
- SFM, LLCJul 2026 – no end date reportedBedford, NH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sweeney Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bedford, NH
- SEC file number:
- 801-79426
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Sweeney Financial Advisors
4 other advisors in the directory
Similar advisors in Bedford, NH
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. Travis Jason Broadhurst 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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