Robert Sullivan (CRD# 5078203) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 18 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbw Advisory Services, LLC | Newport Beach, CA | Jan 2020 - Current | 4 |
| Goldhorn Capital Management LLC | Newport Beach, CA | Aug 2018 - Current | 5 |
| Hbw Partners, LLC | Newport Beach, CA | Mar 2018 - Current | 6 |
| Raghorn Ranch Land & Cattle Co LLC | May, ID | Jan 2011 - Current | 13 |
| Robert Sullivan | Agoura Hills, CA | Jan 2004 - Current | 20 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2020 - Apr 2020 | < 1 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Jul 2019 | < 1 |
| Hbw Advisory Services, LLC | Newport Beach, CA | Aug 2018 - Jul 2019 | < 1 |
| Unemployed | Newport Beach, CA | Apr 2018 - Jul 2018 | < 1 |
| Axiom Capital Management, Inc. | New York, NY | Jan 2017 - Mar 2018 | 1 |
| Ascendant Alternative Strategies LLC | Austin, TX | Mar 2017 - Jan 2018 | < 1 |
| Ascendant Capital LLC | Austin, TX | Jan 2017 - Mar 2017 | < 1 |
| Equity Fund Advisors | Phoenix, AZ | Jun 2015 - Jan 2017 | 1 |
| Cole Capital Corporation | Phoenix, AZ | Jun 2015 - Jan 2017 | 1 |
| Unemployed | Newport Beach, CA | Jan 2015 - May 2015 | < 1 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- CA
- MT
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Total Assets Under Management1,135MILLIONS
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Total Number of Accounts12,974ACCOUNTS
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Average Account Value$87,468
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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