Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC (CRD# 130070) is a financial advisory firm headquartered in , . They manage $119,673,055 in 345 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/robert-sullivan-053873a/
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $346,878
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Investment Insight Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Sullivan, financial advisor Massapequa NY
Robert J. Sullivan
CRD#: 7891062
Massapequa, NY

Robert Sullivan (CRD# 7891062) is an Investment Advisor Representative working at Investment Insight Wealth Management, LLC in Massapequa, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals