Benjamin Sullivan (CRD# 6702038) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Collaborative Wealth Management, Inc. | Lake Mary, FL | Mar 2022 - Current | 2 |
| Bny | Lake Mary, FL | Aug 2021 - Mar 2022 | < 1 |
| Unemployed | Gainesville, FL | May 2021 - Aug 2021 | < 1 |
| Heritage Wealth Management, LLC | Gainesville, FL | Feb 2020 - May 2021 | 1 |
| Bny Mellon | Orlando, FL | Jun 2020 - Aug 2020 | < 1 |
| University Of Florida | Gainesville, FL | Oct 2019 - Apr 2020 | < 1 |
| University Of Florida | Gainesville, FL | May 2019 - Oct 2019 | < 1 |
| Collier Financial Solutions | Mount Dora, FL | Sep 2018 - May 2019 | < 1 |
| Craig Martin State Farm | Winter Garden, FL | Sep 2017 - Sep 2018 | 1 |
| Seminole State College | Lake Mary, FL | May 2017 - Sep 2017 | < 1 |
| School | Eustis, FL | Jun 2012 - May 2017 | 4 |
| Morgan Stanley | Tampa, FL | Sep 2016 - Nov 2016 | < 1 |
| Chick-fil-a | Mount Dora, FL | Aug 2015 - Dec 2015 | < 1 |
| Chick-fil-a | Mount Dora, FL | Dec 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
-
Total Assets Under Management464MILLIONS
-
Total Number of Accounts1,638ACCOUNTS
-
Average Account Value$283,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA
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 derived from SEC.gov data covering 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.
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.