Adviser and broker representative · Capital Planning Wealth Management
John W. Sullivan II
CRD 704477 · Center Valley, PA
At a glance
John W. Sullivan II is an investment adviser representative with Capital Planning Wealth Management in Center Valley, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 1991, about 35 years ago. John is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Capital Planning Wealth ManagementSince January 2008Center Valley, PA · State-registered or not in the SEC’s list
- Private Advisor Group, LLCSince August 2011Morristown, NJ · $58B in regulatory assets
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Capital Planning Wealth Management
- David S. BahnickCenter Valley · Chartered Financial Consultant
- Ann S. BrinckmanCenter Valley · Certified Financial Planner
- Jonathan L. CarpenterCenter Valley
- John J. StrasburgerCenter Valley · Certified Financial Planner
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