Sullivan Retirement Resources, LLC

Sullivan Retirement Resources, LLC (CRD# 293997) is a financial advisory firm headquartered in Wrentham, MA. They manage $8,661,129 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
850 Franklin Street, Suite 12a, Wrentham, MA 02093
https://www.sullivanretirement.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $180,440
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ

Financial Advisors at Sullivan Retirement Resources, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Sullivan, financial advisor Wrentham MA
Daniel J. Sullivan
CRD#: 1274817
850 Franklin Street, Suite 12a, Wrentham, MA 02093

Daniel Sullivan (CRD# 1274817) is an Investment Advisor Representative working at Sullivan Retirement Resources, LLC in Wrentham, MA and has over 39 years 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