Sullivan Mermel, Inc.

Sullivan Mermel, Inc. (CRD# 146266) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.


Financial Advisors at Sullivan Mermel, Inc.
Showing 1 - 1 of 1 top financial advisors.
Mary B. Mermel
CRD#: 5494523
3744 N. Southport Unit G, Chicago, IL 60613

Mary Mermel (CRD# 5494523) is an Investment Advisor Representative working at Sullivan Mermel, Inc. in Chicago, IL and has 1 year of experience in the finance industry. Mary Mermel 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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