Daniel Sullivan, financial advisor Hernando FL

Daniel Sullivan

CRD Number: 2297342
Current Firm: Truist Advisory Services, Inc.

Daniel Sullivan (CRD# 2297342) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hernando, FL and has over 26 years of experience in the finance industry. Daniel Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Aug 2016 - Current 7
Suntrust Investment Services, Inc. Beverly Hills, FL Jan 1999 - Aug 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Daniel L. Sullivan
Phone Number: 404-813-7713
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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