STOCKLIFT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
5

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
335050
Fee structure
Subscription Fees

Firm profile

FINTRX

Overview

Stocklift operates as a small, individually owned corporate advisory entity with a subscription-fee model rather than a traditional AUM-based fee schedule. The firm’s public profile is limited, but its stated activity priorities point toward private-market and commodity-oriented allocations. It is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The firm’s regulatory registration year is not available and its advisory classification is unclassified, which suggests a nonstandard or narrowly focused advisory offering. Given the subscription-fee structure, Stocklift appears to position itself around packaged advisory services or access products instead of charging a percentage of client assets. That fee design is consistent with a business model that may sell systematic research, platform access, model portfolios, or curated alternative investment opportunities on a subscription basis.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brendan Sweeney

    Co-Founder & CEOCRD 8096542

Contacts

3 of 4
  • Dennis Sweeney

    Board MemberCRD 8096548

  • Shannan Sweeney

    Co-FounderCRD 8096544

  • Elizabeth Baker

    DirectorCRD 8096567

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW CANAAN, CT

FAIRFIELD

Location

NEW CANAAN, CT

Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
15 Old Stamford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth