Kelly SullivanCRD Number: 1039922
Current Firm: Duncker Streett & Company, LLC
Kelly Sullivan (CRD# 1039922) is an Investment Advisor Representative working at Duncker Streett & Company, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Duncker Streett & Company LLC||St. Louis, MO||Feb 1993 - Current||25|
Total Assets Under Management363MILLIONS
Total Number of Accounts416ACCOUNTS
Average Account Value$871,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, MO, NE, TX