Bryan Sullivan, financial advisor Boston MA
90 score

Bryan Sullivan

CRD Number: 5906136
Current Firm: Eaton Vance Management

Bryan Sullivan (CRD# 5906136) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 4 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Eaton Vance Distributors, Inc. Boston, MA Jan 2016 - Current < 1
Eaton Vance Management Boston, MA Jan 2016 - Current < 1
Eaton Vance Distributors, Inc. Boston, MA Jan 2013 - Jan 2016 3
Eaton Vance Management Boston, MA Jan 2013 - Jan 2016 3
Bank Of America, N.a. Rockland, MA Mar 2012 - Dec 2012 < 1
Merrill Lynch, Pierce, Fenner And Smith, Inc. Rockland, MA Oct 2011 - Dec 2012 1
Unemployed Rockland, MA May 2011 - Oct 2011 < 1
Loyola University Maryland Baltimore, MD Jun 2007 - May 2011 3
Thayer Academy Braintree, MA Sep 2000 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Bryan Q. Sullivan
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    84,236
    MILLIONS
  • Total Number of Accounts
    18,416
    ACCOUNTS
  • Average Account Value
    $4,574,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Bryan Sullivan and other 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.