Sean Sullivan (CRD# 7097419) is an Investment Advisor Representative working at Yieldstreet in New York, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yieldstreet | New York, NY | Dec 2022 - Current | 1 |
| Lpl Financial LLC | Westhampton, NY | Dec 2021 - Dec 2022 | 1 |
| Point 32 Investment Partners | Westhampton Beach, NY | Dec 2021 - Dec 2022 | 1 |
| Royal Bank Of Canada | Hampton Bays, NY | Apr 2019 - Dec 2021 | 2 |
| Wow Payments | New York, NY | Nov 2018 - Mar 2019 | < 1 |
| The Bridgehampton Club | Bridgehampton, NY | Jul 2013 - Nov 2018 | 5 |
| Student | Hampton Bays, NY | Sep 2009 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IA
- KS
- KY
- LA
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
-
Total Assets Under Management1,219MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$5,975,469
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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, VI, VT, WA, WI, WV, WY
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