Kyle SullivanCRD 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|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|
Total Assets Under Management203MILLIONS
Total Number of Accounts1,214ACCOUNTS
Average Account Value$167,583
- A percentage of assets under your management
- 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)
AL, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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