Sloan Sullivan (CRD# 7558793) is an Investment Advisor Representative working at Sullivan Investments Group, LLC in Delray Beach, FL and has 1 year 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 | Mar 2024 - Current | < 1 |
| Unemployed | Ellington, CT | Aug 2023 - Feb 2024 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2019 - Jul 2023 | 3 |
| Prudential | Glastonbury, CT | May 2022 - Aug 2022 | < 1 |
| Rex Lumber | South Windsor, CT | Jun 2021 - Jul 2021 | < 1 |
| Ellington High School | Ellington, CT | Aug 2015 - Jun 2019 | 3 |
| Ellington Boys Youth Soccer | Ellington, CT | Feb 2017 - Feb 2019 | 2 |
| Oakwood Soccer Club | Glastonbury, CT | Jan 2018 - Dec 2018 | < 1 |
| Connecticut State Referee Program (csrp) | Ellington/south Windsor, CT | Jan 2016 - Jan 2017 | 1 |
| Unemployed | Ellington, CT | Jan 2014 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CT
- FL
-
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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