Owner · Mariner Advisor Network
Patrick J. Sullivan
CRD 2401130 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Mariner Advisor Network, an SEC-registered wealth manager based in Overland Park, KS with $9.6 billion in regulatory assets, lists Patrick J. Sullivan on its Form ADV as Owner, a control person. The SEC filings also name Patrick at 2 other registered advisers.
Firms and roles
- Mariner Advisor NetworkOwnerWealth manager · Overland Park, KS · $9.6B in regulatory assets
- Private Advisor Group, LLCExecutive ChairWealth manager · Morristown, NJ · $58B in regulatory assets
- Private Advisor Network, LLCChief Compliance OfficerAsset manager · Morristown, NJ · $0M in regulatory assets
AtlasMembers
Patrick’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
- 3 firmsLocked
- Control-person status
- 3 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 (7)
- James A. HooksChief Compliance Officer, Mariner Advisor Network
- James J PerhacsChief Operating Officer, Mariner Advisor Network
- James D. SullivanManaging Director, Mariner Advisor Network
- John P. HylandExecutive Chair, Private Advisor Group, LLC
- Franklin R SmithChief Executive Officer, Private Advisor Group, LLC
2 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.