Timothy Sullivan, financial advisor Clinton Township MI
93 score

Timothy Sullivan

CRD Number: 5618089
Current Firm: Gradient Advisors, LLC

Timothy Sullivan (CRD# 5618089) is an Investment Advisor Representative working at Gradient Advisors, LLC in Clinton Township, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors, LLC Arden Hills, MN Oct 2014 - Current 2
Strategic Wealth Advisors Group Clinton Twp, MI May 2014 - Current 2
C.l.a. Frisco, TX Jun 2014 - Aug 2014 < 1
United Advisors Corporation Sarasota, FL May 2013 - May 2014 1
Alliance America Corporation Sarasota, FL Apr 2013 - May 2014 1
M&o Marketing Southfield, MI Apr 2012 - Apr 2013 1
United Advisors Corporation Sarasota, FL Nov 2008 - May 2012 3
United Financial Sytems Corporation Indianapolis, IN Sep 2005 - Apr 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Timothy S. Sullivan
Phone Number: 877-885-0508
Registered State(s):
  • CA
  • MI
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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