Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
10yrs
Patrick Sweeney
Full name on record: Patrick Michael Sweeney
Financial advisor at UBS Financial Services
Based in Palo Alto, California, Patrick Sweeney is a fiduciary financial advisor with 10 years of industry experience. Patrick joined UBS Financial Services in 2023, after a year at Edward Jones and two years at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office305 Lytton Avenue, Palo Alto, CA 94301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowUBS Financial Services Inc.Current firm
- Jan 2022 – Jun 2023Edward JonesPreviously
- 2019 – 2022MerrillPreviously
- May 2019 – Jul 2019Hilltop Securities Inc.Previously
- 2016 – 2018Morgan StanleyPreviously
Contact Patrick
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Patrick. 305 Lytton AvenuePalo Alto, CA 94301Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call UBS Financial Services at (201) 352-3000 and ask for Patrick Sweeney. Patrick works from the Palo Alto, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick 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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