President · SCS
Brendan M. Sullivan
CRD 5524052 · Named on Form ADV at 2 SEC-registered advisers
At a glance
SCS, an SEC-registered wealth manager based in Bellevue, WA with $1.9 billion in regulatory assets, lists Brendan M. Sullivan on its Form ADV as President, a control person. The SEC filings also name Brendan at 1 other registered adviser.
Firms and roles
- SCSPresidentWealth manager · Bellevue, WA · $1.9B in regulatory assets
- Sound Legacy Wealth Advisors, LLCOwner/trusteeWealth manager · United States · $102M in regulatory assets
AtlasMembers
Brendan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Jeffrey J. HenslerLLC Manager, SCS
- James R. BeattyLLC Manager, SCS
- Sheila J LindsayChief Compliance Officer, SCS
- Kristal A. McMahanChief Operating Officer, SCS
- Joel S. PetersenChief Compliance Officer, Sound Legacy Wealth Advisors, LLC
1 more person named with Brendan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.