Michael Sullivan, financial advisor Lutherville-Timonium MD
93 score

Michael Sullivan

CRD Number: 3008134
Current Firm: Morgan Stanley

Michael Sullivan (CRD# 3008134) is an Investment Advisor Representative working at Morgan Stanley in Lutherville-Timonium, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Hunt Valley, MD Mar 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson, MD Oct 2009 - Mar 2010 < 1
Bank Of America, N.a. Towson, MD Oct 2005 - Mar 2010 4
Banc Of America Investment Services, Inc. Towson, MD Oct 2005 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Michael E. Sullivan
Phone Number: 914-225-5510
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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