Luke Sullivan (CRD# 7290009) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Grand Blanc, MI and has over 2 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Grand Blanc, MI | Aug 2020 - Current | 3 |
| Bed Bath & Beyond | Grand Rapids, MI | Aug 2014 - Aug 2020 | 6 |
| Chuck E Cheese Entertainment Inc. | Walker, MI | Apr 2012 - Jul 2014 | 2 |
| Cannonsburg LLC | Cannonsburg, MI | Nov 2013 - Mar 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MI
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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