Brian SullivanCRD Number: 4244770
Current Firm: Fiscal Dynamics Incorporated
Brian Sullivan (CRD# 4244770) is an Investment Advisor Representative working at Fiscal Dynamics Incorporated in Farmington, CT and has over 20 years of experience in the finance industry.
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|Fiscal Dynamics, Inc.||Farmington, CT||Jun 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management35MILLIONS
Total Number of Accounts90ACCOUNTS
Average Account Value$387,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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