Unclaimed Profile

Beau Sullivan

ACORNS ADVISERS, LLC·IRVINE, California

Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record3 years registeredACORNS ADVISERS, LLC

5300 CALIFORNIA AVENUE, IRVINE, CA 92617CRD# 5151289Firm CRD# 165926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Beau Sullivan · IRVINE, CA

Registration

CRD #5151289 · ACORNS ADVISERS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

ACORNS

Jan 2023 – present

ACORNS SECURITIES, LLC

Oct 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · October 11, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACORNS ADVISERS, LLC

CRD 165926 · SEC 801-78602

AUM

$8.2B

Regulatory assets under management

Employees

442

5,763,237 client accounts

Services offered by ACORNS ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACORNS ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Beau Sullivan offer?

Beau Sullivan specializes in Investment Management. Contact their office in IRVINE, California for a consultation.

What are Beau Sullivan's credentials?

Beau Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beau Sullivan located?

Beau Sullivan is based in IRVINE, California, working with ACORNS ADVISERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Beau Sullivan charge for services?

Beau Sullivan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACORNS ADVISERS, LLC?

ACORNS ADVISERS, LLC has approximately 442 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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