Senior VP, Segment General Counsel · Focus Partners Wealth, LLC
Karla A. Sullivan
CRD 7721107 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Focus Partners Wealth, LLC, an SEC-registered wealth manager based in St. Louis, MO with $181.9 billion in regulatory assets, lists Karla A. Sullivan on its Form ADV as Senior VP, Segment General Counsel, a control person. The SEC filings also name Karla at 1 other registered adviser.
Firms and roles
- Focus Partners Wealth, LLCSenior VP, Segment General CounselWealth manager · St. Louis, MO · $182B in regulatory assets
- Focus Advisor Solutions, LLCSenior VP, Segment General CounselWealth manager · St. Louis, MO · $41B in regulatory assets
AtlasMembers
Karla’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 (11)
- Gina K. BradleyChief Administrative Officer, Focus Partners Wealth, LLC
- Vincent J. GratchDeputy Chief Comp. Officer, Focus Partners Wealth, LLC
- John C. StelleyChief Compliance Officer, Focus Partners Wealth, LLC
- Adam L. BirenbaumChief Executive Officer, Focus Partners Wealth, LLC
- Justin C. FerriChief Operating Officer, Focus Partners Wealth, LLC
6 more people named with Karla on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karla’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.