Scott Sullivan, financial advisor Sadieville KY
89 score

Scott Sullivan

CRD Number: 6226797
Current Firm: Garrett Investment Advisors, LLC

Scott Sullivan (CRD# 6226797) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Sadieville, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Spectrum Financial Alliance Nicholasville, KY Jul 2013 - May 2014 < 1
United States Air Force Randolph Air Force Base, TX May 1991 - Aug 2013 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Scott M. Sullivan
Phone Number: (888) 225-8187
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $198,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX

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BADGES
89
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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