Michael
Sullivan
Vestwell Advisors LLC
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About this Advisor
Michael Sullivan is a financial advisor based in New York, New York, working with Vestwell Advisors LLC. Michael has previously held positions at American United Life, Oneamerica Securities, K. W. Chambers & Co, Usi Securities, Inc, Usi Consulting Group, Inc, Usi Advisors, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Advisors, Next Retirement Solutions, Oneamerica Retirement Services, Pension And Retirement Services, Usi Consulting Group, Oasis Outsourcing D/B/A/ Bmr Retirement Group, LLC, Concurrent Investment Advisors LLC, and Vestwell Advisors LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York and Wisconsin. Currently, Michael is part of Vestwell Advisors LLC, which is located in New York, New York. The firm has 23 employees and manages assets totaling $427.1 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Vestwell Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vestwell Advisors LLC Brokerage Details
$427,149,041
23
7,946
$53,756
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Michael Sullivan Work History
Vestwell Advisors LLC
Concurrent Investment Advisors LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Concurrent Advisors
Next Retirement Solutions
Oasis Outsourcing D/B/A/ Bmr Retirement Group, LLC
Usi Securities, Inc
Usi Advisors, Inc
K. W. Chambers & Co
Usi Consulting Group, Inc
Pension And Retirement Services
Usi Consulting Group
American United Life
Oneamerica Securities
Oneamerica Retirement Services
Disclosures
Please visit the SEC profile of Michael Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vestwell Advisors LLC
New York, NY
New York, NY
New York, NY
New York, NY
Milford, NH
New York, NY
Washington, DC
Savoy, IL
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