Brad Sullivan, Cfp® Email and Phone Number
Brad Sullivan, Cfp® work email
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Brad Sullivan, Cfp® personal email
Brad Sullivan, Cfp® phone numbers
Brad Sullivan, CFP® is an experienced fiduciary investment advisor who helps affluent & high net worth individuals and their families organize, plan, and manage their wealth with a highly personalized experience. We serve clients throughout the United States and meet with you in person or virtually, providing you access to high level financial professionals wherever you reside. Offices are located in Newport Beach, Sacramento Metro, and Camarillo, CA. About Our Team:The Sullivan Wealth Management Group’s financial advisors each have extensive experience of over 20 years in the investment industry – including Portfolio Management, Financial Planning, Life Insurance, and Estate Planning related services. Mutual Advisors as our RIA provides back office support, compliance, and has over $8.5 Billion assets under management. Clientele:We have served clients that include affluent / high net-worth families, Fortune 500 executives, national media personalities, young professionals, business owners, and families experiencing windfalls and inheritance. Required disclosures: Not all services may be available or suitable for all investors. Investing involves risk including the loss of principle. Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, a registered investment advisor (RIA) registered with the Securities and Exchange Commission.Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Custody and other brokerage services are offered through Fidelity Brokerage Services LLC, Charles Schwab, Member NYSE/SIPC.
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Senior Financial Advisor • Portfolio ManagerSullivan Wealth Management Group Jul 2013 - PresentRoseville, California, UsBrad Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and a Portfolio Manager for clients of SWMG. Investment Management , Insurance, and Financial Planning. Principal of Sullivan Wealth Management Advisors, LLC.
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Senior Portfolio Manager • Financial AdvisorMorgan Stanley Dec 2007 - Jul 2013New York, Ny, UsThe Sullivan Group &Sullivan Wealth Management Group. Roseville, CA and Newport Beach, CA -
Financial Advisor • Certified Financial Planner™Wachovia Corp Mar 2006 - Dec 2007Charlotte, North Carolina, UsThe Sullivan Group At Wachovia Securities -
Senior Internal WholesalerMetlife Feb 2004 - Mar 2006New York, Ny, UsSenior Inside Wholesaler and Team Leader for the national wirehouse sales desk. Annuities & Long Term Care Distribution. -
Offshore Portfolio AnalystPimco Feb 2003 - Feb 2004Newport Beach, California, UsResponsible for the analysis of over $30 billion of separate accounts for Institutional, Government, and Ultra High Net Worth clients that were located outside of the United States. Major responsibilities included the analysis of the portfolio's allocation in regards to their stated leverage, derivatives, and compliance guidelines - then reporting this analysis to the client and/or the Portfolio Manager, of which included the reputable Bill Gross amongst others. Portfolio Compliance Department -
Senior International Portfolio AccountantBarclays May 2001 - Feb 2003London, GbBarclays Global Investors / Investors Bank & Trust (mergers since employment) Responsible for the accounting and daily NAV pricing for over $30 billion worth of International and Emerging Market Funds for Institutional Clients. My primary fund was one of Barclays Global Investor’s largest international funds, MSCI JAPAN fund. Other major funds in my workflow included MSCI AUSTRALIA, MSCI BRAZIL, and MSCI TAIWAN. Daily activites included the valuation and upload to Bloomberg terminal, mark-to-market of currencies (pre-Euro €), and the processing of corporate actions to reflect daily prices.(M&A: Originally hired at Barclays Global Investors out of San Francisco. Our department was sold to Investors Bank & Trust (Boston) of which performed the fund Accounting for Barclays Global Investors / iShares) -
Regional Commercial Banking InternWells Fargo 2000 - 2000San Francisco, California, UsSelected to be one of approx. 30 nationwide interns that Wells Fargo corporate headquarters hired at Regional Commercial Banking Offices (RCBO) throughout the US. Hired for the San Francisco East Bay Commercial Banking Office. Worked closely with senior management in developing new business, client meetings, analysis of business loans, and the daily functions of banking and lending.
Brad Sullivan, Cfp® Skills
Brad Sullivan, Cfp® Education Details
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Uc IrvinePersonal Financial Planning -
California State University, ChicoFinance & Economics
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University Of ReadingInternational Business & Economics
Frequently Asked Questions about Brad Sullivan, Cfp®
What company does Brad Sullivan, Cfp® work for?
Brad Sullivan, Cfp® works for Sullivan Wealth Management Group
What is Brad Sullivan, Cfp®'s role at the current company?
Brad Sullivan, Cfp®'s current role is Sr. Financial Advisor & Portfolio Manager.
What is Brad Sullivan, Cfp®'s email address?
Brad Sullivan, Cfp®'s email address is br****@****wmg.com
What is Brad Sullivan, Cfp®'s direct phone number?
Brad Sullivan, Cfp®'s direct phone number is (714) 562*****
What schools did Brad Sullivan, Cfp® attend?
Brad Sullivan, Cfp® attended Uc Irvine, California State University, Chico, University Of Reading.
What are some of Brad Sullivan, Cfp®'s interests?
Brad Sullivan, Cfp® has interest in Social Services, Children, Health.
What skills is Brad Sullivan, Cfp® known for?
Brad Sullivan, Cfp® has skills like Wealth Management, Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Investment Advisory, Retirement Planning, Financial Services, Financial Advisory, Alternative Investments, Investment Management.
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