Patrick Sullivan (CRD# 5892874) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bedford, NH and has over 4 years of experience in the finance industry.
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
CRD# 6023112
Sfm, LLC
Score
103
CRD# 4886299
Signator Investors, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Bedford, NH | Mar 2014 - Current | 3 |
| Mass Mutual Life Insurance Company | Bedford, NH | Mar 2014 - Current | 3 |
| 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 |
- NH
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Total Assets Under Management666MILLIONS
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Total Number of Accounts3,874ACCOUNTS
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Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
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