Chris Sullivan, financial advisor Winter Park FL
48 score

Chris Sullivan

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hyperion Wealth Management, LLC Winter Park, FL Aug 2015 - Current 2
Rcm Winter Park, FL Jul 2014 - Current 3
Hyperion Capital Advisors, LLC Winter Park, FL Jul 2013 - Current 4
Hyperion Capital Partners, LLC Winter Park, FL Jun 2013 - Current 4
J.p. Turner & Company, Llc Dba Hyperion Global Wealth Management Orlando, FL Feb 2011 - Current 6
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Chris M. Sullivan
Phone Number: (407) 935-1040
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $272,727
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

FL

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BADGES
48

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