Deborah Sullivan, financial advisor Canonsburg PA
93 score

Deborah Sullivan

CRD Number: 1365751
Current Firm: Rbc Capital Markets, LLC

Deborah Sullivan (CRD# 1365751) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Canonsburg, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets LLC Canonsburg, PA Oct 2014 - Current 2
Morgan Stanley Smith Barney Upper St. Clair, PA Jun 2009 - Oct 2014 5
Citigroup Global Markets Inc. Upper St. Clair, PA Apr 2007 - Jun 2009 2
Hefren-tillotson, Inc. Pittsburgh, PA Oct 1985 - Apr 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Deborah A. Sullivan
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • CA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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