Yankee Investor, LLC

Yankee Investor, LLC (CRD# 289421) is a financial advisory firm headquartered in Taunton, MA. They manage $8,500,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
79 Church Green, Taunton, MA 02780
https://www.yankeeinvestor.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $229,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Yankee Investor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Sullivan, financial advisor Taunton MA
Robert B. Sullivan
CRD#: 2111898
79 Church Green, Taunton, MA 02780

Robert Sullivan (CRD# 2111898) is an Investment Advisor Representative working at Yankee Investor, LLC in Taunton, MA and has over 33 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.

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