Glenn Sullivan, financial advisor Wellesley MA

Glenn Sullivan

CRD Number: 7043222
Current Firm: Equitable Advisors, LLC

Glenn Sullivan (CRD# 7043222) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wellesley, MA and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jun 2019 - Current 3
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
Student Wilmington, MA Mar 2009 - Apr 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Glenn P. Sullivan
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • ME
  • MI
  • NH
  • NC
  • VT
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
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
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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