Nicholas SullivanCRD Number: 6151347
Current Firm: Prairieview Partners, LLC
Nicholas Sullivan (CRD# 6151347) is an Investment Advisor Representative working at Prairieview Partners, LLC in Saint Paul, MN and has over 5 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Prairieview Partners||Minneapolis, MN||Dec 2016 - Current||1|
|All Star Financial||Minneapolis, MN||Dec 2015 - Nov 2016||< 1|
|Vanguard Advisers Inc.||Malvern, PA||Aug 2014 - Nov 2015||1|
|The Vanguard Marketing Corporation||Malvern, PA||Jan 2013 - Nov 2015||2|
|Unemployed||Philadelphia, PA||Jun 2012 - Jan 2013||< 1|
|Siemens Healthcare||Malvern, PA||Jan 2012 - Jun 2012||< 1|
|Siemens Healthcare||Hoffman Estates, IL||Jul 2011 - Jan 2012||< 1|
|Student Book Store||State College, PA||Jan 2011 - Jun 2011||< 1|
|Penn State University||University Park, PA||Jan 2010 - Dec 2010||< 1|
|Johnson & Johnson||Fort Washington, PA||Jun 2009 - Jan 2010||< 1|
|Penn State University||University Park, PA||Sep 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management442MILLIONS
Total Number of Accounts273ACCOUNTS
Average Account Value$1,620,758
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MN, TX, WI
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