Thomas Sullivan, financial advisor Waltham MA

Thomas Sullivan

CRD Number: 2570110
Current Firm: Ward Financial

Thomas Sullivan (CRD# 2570110) is an Investment Advisor Representative working at Ward Financial in Waltham, MA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Thomas Sullivan
Phone Number: 781-647-3340
Registered State(s):
  • MA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $810,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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