Scott Sullivan, financial advisor

Scott Sullivan

CRD Number: 2210519
Current Firm: Bay Point Financial, LLC

Scott Sullivan (CRD# 2210519) is an Investment Advisor Representative working at Bay Point Financial, LLC in , and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bay Point Financial, LLC Bedford, NH Feb 2010 - Current 14
Independent Advisers Group Corp. Bedford, NH Sep 2004 - Current 19
New England Securities Concord, NH Nov 1995 - Current 28
Parks-tuttle Financial Bedford, NH Sep 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Scott C. Sullivan
Phone Number: 603-626-6699
Firm Website: http://www.bayptfin.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $219,329
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NH

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