Adviser and broker representative · Osaic Advisory Services, LLC
Mary F. Dill Sullivan
CRD 4821088 · Bend, OR
At a glance
Mary F. Dill Sullivan is an investment adviser representative with Osaic Advisory Services, LLC in Bend, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mary’s SEC record dates to 2006, about 20 years ago. Mary is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Osaic Advisory Services, LLCSince June 2020Bend, OR · $15B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 13 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mary’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
- 3 firmsLocked
- 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.