Glenn Sullivan, financial advisor Portsmouth NH

Glenn Sullivan

CRD Number: 7043222
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Glenn Sullivan (CRD# 7043222) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Portsmouth, NH Mar 2024 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth, NH Feb 2024 - Current < 1
Equitable Advisors, LLC New York, NY Jun 2019 - Feb 2024 4
Axa Advisors, LLC New York, NY Jun 2019 - Jun 2020 1
Sunglass Hut Newington, NH Nov 2015 - Jun 2019 3
University Of New Hamphire Durham, NH Jul 2015 - May 2019 3
Northwestern Mutual Investment Services, LLC Portsmouth, NH Nov 2018 - Dec 2018 < 1
W.b. Mason Boston, MA Jul 2018 - Aug 2018 < 1
Aj's Kitchen Wilmington, MA May 2016 - Aug 2017 1
Stop And Shop North Reading, MA Apr 2014 - Jul 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Glenn P. Sullivan
Phone Number: 800-637-7455
Firm Website: http://www.mymerrill.com
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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