Peter Sullivan, financial advisor Helena MT
93 score

Peter Sullivan

CRD Number: 2978188
Current Firm: Voya Financial Advisors, Inc.

Peter Sullivan (CRD# 2978188) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Helena, MT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Helena, MT Sep 2014 - Current 3
Sullivan Financial Group Helena, MT Jan 1998 - Current 20
Ing Financial Partners, Inc. Helena, MT Jan 2004 - Sep 2014 10
2 Apartment Rentals Helena, MT Jan 2002 - Jun 2009 7
Helena Chamber Of Commerce Helena, MT Sep 2000 - Jun 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Peter D. Sullivan
Phone Number: 1-800-356-2906
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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