Sullivan Financial, LLC

Sullivan Financial, LLC (CRD# 121371) is a financial advisory firm headquartered in South Glastonbury, CT. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Sullivan Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David W. Sullivan
CRD#: 719822
7 Water Street, South Glastonbury, CT 06073
96
Wealthminder
score

David Sullivan (CRD# 719822) is an Investment Advisor Representative working at Sullivan Financial, LLC in South Glastonbury, CT and has over 26 years of experience in the finance industry.

2
Mary Jane N. Sullivan-Klett
CRD#: 5632328
7 Water Street, South Glastonbury, CT 06073
96
Wealthminder
score

Mary Jane Sullivan-Klett (CRD# 5632328) is an Investment Advisor Representative working at Sullivan Financial, LLC in South Glastonbury, CT and has over 9 years of experience in the finance industry. Mary Jane Sullivan-Klett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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