Daniel Sullivan, financial advisor Greenwich CT

Daniel Sullivan

CRD Number: 4252493
Current Firm: Greenwich Wealth Management, LLC

Daniel Sullivan (CRD# 4252493) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 11 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Greenwich CT
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Eric Bloom, financial advisor Greenwich CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor Greenwich CT
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Greenwich Wealth Mangement Greenwich, CT Sep 2007 - Current 13
Private Client Services, LLC Louisville, KY Nov 2015 - Dec 2016 1
Leigh Baldwin & Company, LLC Cazenovia, NY Aug 2013 - Nov 2015 2
Saxony Securities St. Louis, MO Oct 2007 - Aug 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Daniel J. Sullivan
Phone Number: 203-618-0100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,420
    MILLIONS
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $4,948,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CT, FL, MA, MD, NY, PA, TX

Ready to hire a financial advisor? Get competitive proposals from Daniel Sullivan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.