Charles Sullivan, financial advisor Bolton MA

Charles Sullivan

CRD Number: 4863871
Current Firm: Bolton Global Asset Management

Charles Sullivan (CRD# 4863871) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 19 years of experience in the finance industry. Charles Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Peter Canniff, financial advisor Bolton MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
James Abagis, financial advisor Bolton MA
James D. Abagis
CRD# 1388001
Tcg Wealth Management
Similar Advisors
Robert Abendroth, financial advisor Bolton MA
Robert Abendroth
CRD# 6401139
Eagle Strategies LLC
Professional Designations
Company Name Location Dates Years
Bolton Global Asset Management Bolton, MA Dec 2006 - Current 17
Bolton Global Capital Bolton, MA Oct 2004 - Current 19
Ciulla, Dixon & Dale, LLC Lowell, MA Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Charles V. Sullivan
Phone Number: 978-779-6947
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    3,622
    MILLIONS
  • Total Number of Accounts
    4,996
    ACCOUNTS
  • Average Account Value
    $725,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Charles 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 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.