Osaic Wealth
41yrs
Top advisor by experience in Freehold
12yrs
Eric Sweeney is a fiduciary financial advisor in Freehold, New Jersey, with 12 years in the industry. Eric joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 77 advisors with offices in Freehold, and one of 72 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office800 W Main St, Freehold, NJ 07728
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Eric
Local office(732) 577-0112Ask for Eric. (314) 875-3000Main office · St. Louis, MO 800 W Main StFreehold, NJ 07728Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (732) 577-0112 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Sweeney.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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