Unclaimed Profile

Brian Parker Sullivan

FISCAL DYNAMICS INCORPORATED·FARMINGTON, Connecticut

Clean recordFISCAL DYNAMICS INCORPORATED

314 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 4244770Firm CRD# 111155

Profile Verification

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

Identity

Brian Parker Sullivan · FARMINGTON, CT

Registration

CRD #4244770 · FISCAL DYNAMICS INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Parker Sullivan is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with FISCAL DYNAMICS INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FISCAL DYNAMICS INCORPORATED

AUM

$78M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FISCAL DYNAMICS INCORPORATED →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4244770

Firm CRD# 111155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Parker Sullivan offer?

Brian Parker Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Brian Parker Sullivan's credentials?

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

Where is Brian Parker Sullivan located?

Brian Parker Sullivan is based in FARMINGTON, Connecticut, working with FISCAL DYNAMICS INCORPORATED. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Brian Parker Sullivan charge for services?

Brian Parker Sullivan's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISCAL DYNAMICS INCORPORATED?

FISCAL DYNAMICS INCORPORATED has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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