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Daniel Francis Sullivan

CHARTIST INC·LONG BEACH, California
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6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA 90803CRD# 2635334Firm CRD# 105072
01

About

Daniel Francis Sullivan is a registered financial advisor based in LONG BEACH, California, affiliated with CHARTIST INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CHARTIST INC
THE CHARTIST
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHARTIST INC →
Services
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 2635334
Firm CRD# 105072
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Francis Sullivan offer?
Daniel Francis Sullivan specializes in Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are Daniel Francis Sullivan's credentials?
Daniel Francis Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Sullivan located?
Daniel Francis Sullivan is based in LONG BEACH, California, working with CHARTIST INC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Daniel Francis Sullivan charge for services?
Daniel Francis Sullivan's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTIST INC?
CHARTIST INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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