Chris SullivanCRD Number: 5484651
Current Firm: Hyperion Wealth Management, LLC
Chris Sullivan (CRD# 5484651) is an Investment Advisor Representative working at Hyperion Wealth Management, LLC in Winter Park, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Hyperion Wealth Management, LLC||Winter Park, FL||Aug 2015 - Current||1|
|Rcm||Winter Park, FL||Jul 2014 - Current||2|
|Hyperion Capital Advisors, LLC||Winter Park, FL||Jul 2013 - Current||3|
|Hyperion Capital Partners, LLC||Winter Park, FL||Jun 2013 - Current||3|
|J.p. Turner & Company, Llc Dba Hyperion Global Wealth Management||Orlando, FL||Feb 2011 - Current||5|
|Bank Of America,na||Orlando, FL||Oct 2010 - Dec 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)||Orlando, FL||Apr 2010 - Dec 2010||< 1|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Apr 2010||< 1|
|Morgan Stanley||Winter Park, FL||Jan 2008 - Apr 2010||2|
|Holiday Lightscapes||Orlando, FL||Nov 2007 - Jan 2008||< 1|
|Architectural Electronics||Winter Park, FL||May 2007 - Nov 2007||< 1|
|St. Thomas Law School||Miami, FL||Aug 2006 - May 2007||< 1|
|Greenberg Traurig||Orlando, FL||May 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Criminal Record
Total Assets Under Management30MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$272,727
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.