Timothy Sullivan, financial advisor Shelby Township MI
93 score

Timothy Sullivan

CRD Number: 5618089
Current Firm: Strategic Wealth Advisors Group, Inc.

Timothy Sullivan (CRD# 5618089) is an Investment Advisor Representative working at Strategic Wealth Advisors Group, Inc. in Shelby Township, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Advisors Group, Inc. Shelby Township, MI Jan 2017 - Current 1
Strategic Wealth Insurance Group, Inc. Shelby Township, MI Aug 2016 - Current 1
Strategic Wealth Advisors Group, Inc. Shelby Township, MI May 2014 - Current 3
Gradient Advisors, LLC Arden Hills, MN Oct 2014 - Dec 2016 2
C.l.a. Frisco, TX Jun 2014 - Aug 2014 < 1
United Advisors Corporation Sarasota, FL May 2013 - May 2014 1
Alliance America Corporation Sarasota, FL Apr 2013 - May 2014 1
M&o Marketing Southfield, MI Apr 2012 - Apr 2013 1
United Advisors Corporation Sarasota, FL Nov 2008 - May 2012 3
United Financial Sytems Corporation Indianapolis, IN Sep 2005 - Apr 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Timothy S. Sullivan
Phone Number: 586-203-2275
Registered State(s):
  • IL
  • MO
  • PA
  • IN
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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