Financial ADVSR advisor directory · SEC adviser records
The Sullivan Group financial advisors
Every SEC-registered investment adviser representative at The Sullivan Group, by the state and city of the office they work from.
3 registered advisors work at The Sullivan Group, in 1 state and 2 cities; the most are in Menifee, CA (2). 0 list the CFP designation and 1 are also registered broker representatives.
Search every The Sullivan Group advisor by name →Who joined and left The Sullivan Group →
Cities with the most The Sullivan Group advisors
The Sullivan Group advisors by state
Questions
How many financial advisors does The Sullivan Group have?
3 investment adviser representatives are registered with The Sullivan Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 1 are also registered as broker representatives.
Where does The Sullivan Group have the most advisors?
Menifee, CA, with 2 registered advisors, then Roseville, CA (1). By state, California has the most, with 3.
How do I find a The Sullivan Group financial advisor near me?
Pick your state below, then your city, to see every The Sullivan Group advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at The Sullivan Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →