Conor SullivanCRD Number: 6260719
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Conor Sullivan (CRD# 6260719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Bank Of America, N.a.||Dallas, TX||Jun 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dallas, TX||May 2019 - Current||2|
|Fisher Investments||Plano, TX||Oct 2017 - May 2019||1|
|Goldman Sachs & Company||Chicago, IL||Oct 2013 - Sep 2017||3|
|Morningstar Inc.||Chicago, IL||Jul 2010 - Oct 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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