Unclaimed Profile

Daniel Francis Sullivan

CHARTIST INC·LONG BEACH, California

Clean recordCHARTIST INC

6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA 90803CRD# 2635334Firm CRD# 105072

Profile Verification

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

Identity

Daniel Francis Sullivan · LONG BEACH, CA

Registration

CRD #2635334 · CHARTIST INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CHARTIST INC

THE CHARTIST

AUM

$185M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTIST INC →

Services

Portfolio management (individuals)

Market timing services

Background

Compensation

Percentage of AUM

Fixed fees

Regulatory

SEC/IARD CRD# 2635334

Firm CRD# 105072

View on FINRA BrokerCheck →

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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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