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 24 years of experience in the finance industry.

2
Mary Jane N. Sullivan-Klett
CRD#: 5632328
7 Water Street, South Glastonbury, CT 06073
93
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 8 years of experience in the finance industry.

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