Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
15yrs
Ryan Sweeney
Financial advisor at Equitable Advisors
Based in Worthington, Ohio, Ryan Sweeney is a fiduciary financial advisor with 15 years of industry experience. Ryan joined Equitable Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 156 advisors with offices in Worthington, and one of 107 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Equitable Advisors
Office400 W. Wilson Bridge Rd. Suite 305, Worthington, OH 43085
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2018 – nowEquitable Advisors, LLCCurrent firm
Contact Ryan
400 W. Wilson Bridge Rd. Suite 305Worthington, OH 43085Office · Get directions Firm main line(212) 314-4600Headquarters: Equitable Advisors · New York, NY LinkedIn pageEquitable Advisors
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Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Equitable Advisors at (212) 314-4600 and ask for Ryan Sweeney. Ryan works from the Worthington, OH office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Equitable Advisors.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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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