Managing Member · Stewards Advisory Services
Robert C. Sullivan
CRD 2769107 · Named on Form ADV at one SEC-registered adviser
At a glance
Stewards Advisory Services, an SEC-registered asset manager with $128 million in regulatory assets, lists Robert C. Sullivan on its Form ADV as Managing Member, a control person.
Firms and roles
- Stewards Advisory ServicesManaging MemberAsset manager · United States · $128M in regulatory assets
AtlasMembers
Robert’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Andrew C. TueckeManaging Member and Chief Compliance Officer, Stewards Advisory Services
- John P. JacksonChief Operating Officer, Stewards Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.