Charles Sullivan (CRD# 7492551) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has over 3 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sullivan Investments Group, LLC | Delray Beach, FL | Jan 2022 - Current | 2 |
| Florida State University | Tallahassee, FL | Aug 2017 - Dec 2021 | 4 |
| Westmoor Club | Nantucket, MA | Jun 2021 - Aug 2021 | < 1 |
| Seminole High Performance Tennis Academy | Tallahassee, FL | Aug 2019 - Mar 2020 | < 1 |
| Snowy Property Services Financial | Delray Beach, FL | Jun 2019 - Aug 2019 | < 1 |
| Seven Bridges Tennis Center | Delray Beach, FL | Apr 2016 - Mar 2019 | 2 |
| Elon University | Elon, NC | Jan 2016 - Jun 2016 | < 1 |
| Unemployed | Delray Beach, FL | Jan 2012 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CT
- FL
- GA
- MA
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$260,617
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, GA, MA
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