Andrew Sullivan, financial advisor Sudbury MA

Andrew Sullivan

CRD Number: 2989616
Current Firm: Cio Wealth Management, Inc.

Andrew Sullivan (CRD# 2989616) is an Investment Advisor Representative working at Cio Wealth Management, Inc. in Sudbury, MA and has over 24 years of experience in the finance industry. Andrew 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.

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Professional Designations
Company Name Location Dates Years
Cio Wealth Management, Inc. Sudbury, MA May 2021 - Current 1
Lpl Financial, LLC Sudbury, MA Jun 2009 - Oct 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1998
Contact Info for Andrew R. Sullivan
Phone Number: 978-287-1405
Registered State(s):
  • MA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $298,448
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
Types of Clients
Registered States

MA, NC, TX

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