Glenn Sullivan (CRD# 7043222) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 5 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
CRD# 5964763
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Portsmouth, NH | Mar 2024 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portsmouth, NH | Feb 2024 - Current | < 1 |
Equitable Advisors, LLC | New York, NY | Jun 2019 - Feb 2024 | 4 |
Axa Advisors, LLC | New York, NY | Jun 2019 - Jun 2020 | 1 |
Sunglass Hut | Newington, NH | Nov 2015 - Jun 2019 | 3 |
University Of New Hamphire | Durham, NH | Jul 2015 - May 2019 | 3 |
Northwestern Mutual Investment Services, LLC | Portsmouth, NH | Nov 2018 - Dec 2018 | < 1 |
W.b. Mason | Boston, MA | Jul 2018 - Aug 2018 | < 1 |
Aj's Kitchen | Wilmington, MA | May 2016 - Aug 2017 | 1 |
Stop And Shop | North Reading, MA | Apr 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NH
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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