Patrick Sullivan, financial advisor Bedford NH
90 score

Patrick Sullivan

CRD Number: 5892874
Current Firm: Mml Investors Services, LLC

Patrick Sullivan (CRD# 5892874) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bedford, NH and has over 3 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Bedford NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher June, financial advisor Bedford NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Michael Ryan, financial advisor Bedford NH
Michael M. Ryan
CRD# 4886299
Signator Investors, Inc.
Score
103
Company Name Location Dates Years
Mml Investors Services Bedford, NH Mar 2014 - Current 2
Mass Mutual Life Insurance Company Bedford, NH Mar 2014 - Current 2
Morgan Stanley Waltham, MA Sep 2012 - Feb 2014 1
Northwestern Mutual Investment Services, LLC Woburn, MA Apr 2011 - Jun 2012 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2011 - Jun 2012 1
Unemployed Pocasset, MA Jan 2011 - Feb 2011 < 1
Indiana Pacers Indianapolis, IN Sep 2009 - Dec 2010 1
Unemployed Bedford, MA Mar 2009 - Aug 2009 < 1
Performance Contracting Group Wilmington, MA Jul 2008 - Feb 2009 < 1
Unemployed Bedford, MA Jun 2008 - Jun 2008 < 1
Tufts University Medford, MA Sep 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Patrick T. Sullivan
Phone Number: (413)737-8400
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.