Kyle Sullivan, financial advisor Vienna VA

Kyle Sullivan

CRD Number: 6582433
Current Firm: United Brokerage Services Inc.

Kyle Sullivan (CRD# 6582433) is an Investment Advisor Representative working at United Brokerage Services Inc. in Vienna, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
United Institutional Services Group Vienna, VA May 2021 - Current < 1
United Brokerage Services, Inc. Washington, DC Mar 2020 - Current 1
Unemployed Washington, DC Oct 2019 - Mar 2020 < 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2017 - Oct 2019 2
Capital Investment Advisors, Inc. Washington, DC Jun 2016 - Oct 2019 3
Nylife Securities LLC Vienna, VA Apr 2016 - May 2016 < 1
New York Life Insurance Co Vienna, VA Mar 2016 - May 2016 < 1
Morgan Stanley Washington, DC Dec 2015 - Jan 2016 < 1
Booz Allen Hamilton Stafford, VA Sep 2013 - Nov 2015 2
Lou's City Bar Washington, DC May 2013 - Sep 2013 < 1
Wake Forest University Winston-salem, NC Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Kyle P. Sullivan
Phone Number: 888-424-6158
Registered State(s):
  • DC
  • MD
  • NJ
  • PA
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    203
    MILLIONS
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $167,583
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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