John Sullivan, financial advisor King Of Prussia PA

John Sullivan

CRD Number: 6495771
Current Firm: Girard Advisory Services, LLC

John Sullivan (CRD# 6495771) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Girard Advisory Services, LLC King Of Prussia, PA Aug 2020 - Current 1
Unemployed Conshohocken, PA Apr 2020 - Aug 2020 < 1
Wealth Management Solutions Exton, PA Nov 2019 - Apr 2020 < 1
Mercer Global Advisors Radnor, PA May 2017 - Oct 2019 2
Sei Investments Oaks, PA Jun 2016 - May 2017 < 1
Student West Lawn And Chester, PA Aug 2006 - May 2016 9
Northwestern Mutual Lancaster, PA May 2015 - Jan 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for John C. Sullivan
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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